Oak Ridge Investments

  • What is a natural monopoly?

    What is a natural monopoly?

    Learn about natural monopolies as potential investment opportunities.

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  • Bram Zeigler

    Bram Zeigler

    Algert Global portfolio manager Bram Zeigler is a powerhouse -- in the office and on the basketball court.

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  • The Problem With Your Commodity Index ETF

    The Problem With Your Commodity Index ETF

    Outside of shorter term portfolio hedging, commodity indexes can often drag down performance...

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  • Stock Prices as Fractions

    Stock Prices as Fractions

    The U.S. trailed other major global stock markets in its decision to convert stock prices from fractions to decimals.

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  • Trading Like the Spanish

    Trading Like the Spanish

    Over 400 years ago, when merchant trading was common, the Spanish...

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  • State of the Consumer

    State of the Consumer

    Analyst Walter Stackow discusses the current state of the consumer, forward-looking trends and a few surprising investment perspectives.

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  • Oak Ridge Investments Expands Product Lineup with Three New Funds

    Oak Ridge Investments Expands Product Lineup with Three New Funds

    Firm targets asset growth through strategic product launches CHICAGO – August 18, 2016:  Oak Ridge Investments, LLC is pleased to announce the launch of three new products by leveraging its...

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  • Todd Campo Joins Oak Ridge Investments as Head of Strategic Business Development

    Todd Campo Joins Oak Ridge Investments as Head of Strategic Business Development

    Firm targets asset growth through planned distribution & marketing team additions CHICAGO – March 21, 2016:  Oak Ridge Investments, LLC is pleased to announce the appointment of Todd Campo as...

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  • James Barclay Joins Oak Ridge Investments as Senior Vice President, Regional Sales Director

    James Barclay Joins Oak Ridge Investments as Senior Vice President, Regional Sales Director

    Firm targets asset growth through planned distribution & marketing team additions CHICAGO – January 11, 2016: Oak Ridge Investments, LLC is pleased to announce the appointment of James Barclay as...

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  • Oak Ridge Investments Launches Two New Small Cap Funds

    Oak Ridge Investments Launches Two New Small Cap Funds

    Firm targets asset growth through ongoing strategy additions CHICAGO – Oak Ridge Investments, LLC, an investment management firm focused on select, actively managed equity strategies recently...

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  • Oak Ridge Investments Names Mark Goodwin Chief Operating Officer

    Oak Ridge Investments Names Mark Goodwin Chief Operating Officer

    CHICAGO – September 29, 2015: Oak Ridge Investments, LLC, a long-standing investment advisory firm, today announced that Mark D. Goodwin has been appointed Chief Operating Officer, effective...

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  • Oak Ridge Investments, LLC Announces 100% Employee Ownership and Mutual Fund Reorganization, Eyes Acquisitions

    Oak Ridge Investments, LLC Announces 100% Employee Ownership and Mutual Fund Reorganization, Eyes Acquisitions

    CHICAGO, IL – October 21, 2014: Oak Ridge Investments, LLC is pleased to announce that, effective October 17, 2014, the Firm is now 100% employee owned. On June 2, 2014, Oak Ridge Investments...

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  • Pioneer Investments and Oak Ridge Investments Announce Repurchase of Minority Interest in Oak Ridge Owned by Pioneer

    Pioneer Investments and Oak Ridge Investments Announce Repurchase of Minority Interest in Oak Ridge Owned by Pioneer

    BOSTON AND CHICAGO – June 3, 2014 Pioneer Investments of Boston and Oak Ridge Investments, LLC of Chicago (Oak Ridge) today jointly announced that Oak Ridge will repurchase the 49% stake in Oak...

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  • Oak Ridge announces the appointment of Philip J. Callahan as Executive Vice President, Head of Distribution and Marketing

    Oak Ridge announces the appointment of Philip J. Callahan as Executive Vice President, Head of Distribution and Marketing

    CHICAGO – June 3, 2014:  Oak Ridge Investments, LLC is pleased to announce the appointment of Philip J. Callahan to the senior management team as Executive Vice President, Head of Distribution and...

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  • Oak Ridge Announces the Appointment of Neil A. Cummins as Chairman

    Oak Ridge Announces the Appointment of Neil A. Cummins as Chairman

    Oak Ridge Investments, LLC, is pleased to announce the appointment of Neil A. Cummins to the senior management team as Chairman. Mr. Cummins will join the Oak Ridge Executive Committee and be...

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