1450 Raleigh Road
Suite 220
Chapel Hill, NC
Google Maps
Contact
Main Phone: - -
Web Site:
http://www.oakvaluefund.com/
Mutual Fund Brand(s)
Oak Value Fund
Research Links
SEC Fund Filings by CIK
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Background:
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Oak Value Capital Management was founded in 1986.
On June 24, 2010, RS Investments revealed that it is adopting the Oak Value Fund.
On September 7, 2010, Oak Value Capital Management completed the sale of its business assets to RS Investments. RS reorganized the Oak Value Fund into the RS Capital Appreciation Fund.
A total of seven people from Oak Value Capital joined RS, including David Carr, Larry Coats, and Christy Phillips.
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Sponsored Opportunities
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Key People:
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Margaret Landis
Captrust Advisors | Andrew Hoover
Co-Head of Global Asset Management Investment Banking, Merrill Lynch | David Carr
Chairman and Chief Investment Officer, Senior Portfolio Manager, Oak Value Capital | Larry Coats
President and Chief Executive Officer, Senior Portfolio Manager, Oak Value Capital Management |
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