4-time Refinitiv Lipper Award
winning portfolio manager
In 2019, Red Oak Technology Select ranked 1st out of 99 Science & Technology Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2018.
Also in 2019, Pin Oak Equity ranked 1st out of 375 Multi-Cap Core Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2018.
In 2018, Red Oak Technology Select ranked 1st out of 104 Science & Technology Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2017.
In 2017, Red Oak Technology Select ranked 1st out of 104 Science & Technology Funds for its Consistently Strong Risk-Adjusted Performance for 10 years as of 11/30/2016.
NEWS & INSIGHTS
Second Quarter Commentary: It's Snowing
July 1, 2021
Mark Oelschlager, CFA
The Growth vs. Value Dynamic
June, 2021
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Visit our Media Highlights page to read what others
are saying about Towpath Funds
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First Quarter Commentary - MSB: Money Seemingly Boundless
April 1, 2021
Mark Oelschlager, CFA
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Commentary: Game (Will) Stop
February 1, 2021
Mark Oelschlager, CFA
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Fourth Quarter Commentary: November Nine
January 12, 2021
Mark Oelschlager, CFA
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Launch Alert: Towpath Technology Fund
January 2, 2021
Mutual Fund Observer
Commentary: Is This a Good Time to Invest
November 3, 2020
Mark Oelschlager, CFA
Investor Insight: Mark Oelschlager
October 19, 2020
Value Investor Insight
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Third Quarter Commentary: The Beat Goes On
October 1, 2020
Mark Oelschlager, CFA
Launch Alert: Towpath Focus Fund
September 1, 2020
Mutual Fund Observer