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MFWire: Oak Value Fund
MUTUAL FUND FAMILY PROFILES [BETA]
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Oak Value Capital Management
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

  • Background:
    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.
    Oak Value Capital Management logo

    Sponsored Opportunities



    Key People:
    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
    Story Archive for Oak Value Capital Management
    Published On Story Headline Publication
    9/7/2010 Oak Value Capital Completes the Sale of its Assets MFWire.com
    6/24/2010 RS Investments Adopts a Fund MFWire.com
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