OAK RIDGE INVESTMENTS Overview

Oak Ridge Investments Llc is an investment advisor that manages 4.2 BN dollars in regulatory AUM and has 36 employees, of which 27 perform investment advisory functions.

The manager's has disclosed holdings from 06/30/02 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 91% of the manager's regulatory AUM.

OAK RIDGE INVESTMENTS StockAlpha

-5.8%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OAK RIDGE INVESTMENTS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
MIDD 3.11% Industrials 13.54% 0.18% 2 6%
BURL 2.92% Cons. Disc. 9.79% 0.19% 1 12%
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FEATURED IN
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OAK RIDGE INVESTMENTS Founders and Key Employees

Name Title In Position Since
David M. Klaskin Manager, Chief Executive Officer And Chief Investment Officer January-1990
John E. Peters Vice Chairman March-2005
Alan E. Molotsky Manager, Chief Financial Officer, Executive V.P. January-2005
David J. Gaspar Chief Operations Officer, Executive V.P. January-2005
Neil A. Cummins Manager, Chairman October-2014
Susan S. Rudzinski Chief Compliance Officer December-2014

OAK RIDGE INVESTMENTS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Custodian Pro
Prime Broker Pro

OAK RIDGE INVESTMENTS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Our portfolio managers and analysts focus predominantly on fundamental research in selecting stocks for our clients. We perform bottom-up analysis of companies to evaluate if they meet our investment criteria and we consider cyclical factors to determine sector and industry weightings. The Equity Strategies invest in common stocks that are traded on United States securities exchanges. The Healthcare Fund is invested primarily in common stocks and has the ability to use derivative instrument strategies and illiquid securities, such as private equity, on a limited basis.

We believe earnings growth, teamed with strong fundamentals and reasonable valuation, is the primary determinant of long-term stock price appreciation. Stocks are purchased using a long- term horizon and as a result, our annual portfolio turnover tends to be somewhat lower than many other actively managed, equity portfolios.

Most stocks we ...
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OAK RIDGE INVESTMENTS Portfolio Concentration

OAK RIDGE INVESTMENTS Location

10 SOUTH LASALLE STREET
SUITE 1900
CHICAGO, Illinois
UNITED STATES, 60603-1020

OAK RIDGE INVESTMENTS Contact Information

Phone Number: 312-857-1040
Fax Number: 312-857-1055
Website:

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