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NEWS AND INSIGHTS
ALL POSTS
Jul 1, 2022
2Q, 2022: Only When the Tide Goes Out Do You Discover Who's Been Swimming Naked
It is believed that the term “bear market” originated in the early 1700s with bearskin traders selling their skins before they actually...
Apr 1, 2022
1Q, 2022: War and Remembrance (of Rising Interest Rates)
Herman Wouk concludes War and Remembrance, “…war is an old habit of thought, an old frame of mind, an old political technique.” With Russia
Dec 31, 2021
"Investor Insight: Mark Oelschlager"
"After a highly successful run at Oak Associates, Mark Oelschlager founded Oelschlager Investments and was three months into running his
Nov 5, 2021
Nov. 2021: See a Penny (or a Million of Them) - Pick it Up
Most publicly traded companies have just one class of shares. But sometimes a corporation’s management decides to issue multiple share clas
Oct 4, 2021
4Q, 2021: The Powell Pivot
Our hometown Cleveland Cavaliers are the surprise team of the first half of the NBA season, posting one of the best records in the Eastern
Sep 30, 2021
3Q, 2021: Shanghai Surprise
Shanghai Surprise is a 1986 movie about a con man, a nurse, and a coveted supply of opium. Despite boasting Sean Penn and Madonna in their
Aug 11, 2021
Towpath Focus is Now Available for Purchase at Schwab
Effective August 2021, Oelschlager Investments is pleased to announce that Towpath Focus (TOWFX), our all-cap fund, is available for
Jul 1, 2021
2Q, 2021: It's Snowing
In the children’s book “Snow” by Uri Shulevitz, the story starts with gray skies and no precipitation. Then one snowflake falls. A child
Jun 1, 2021
June 2021 Follow-Up to "Investor Insight: Mark Oelschlager"
In October of last year, Mark Oelschlager was interviewed by industry writer John Heins for Value Investor Insight.
Apr 1, 2021
1Q, 2021: MSB: Money Seemingly Boundless
Within days of each other in March two Northeast Ohio legends passed away: Michael Stanley and Joe Tait. If you’re from this area you know
Feb 1, 2021
Feb. 2021: Game (Will) Stop
On seemingly everyone’s lips the last couple weeks is the performance of GameStop (GME) stock, whose meteoric rise in such a short period is
Jan 12, 2021
4Q, 2021: November Nine
About a decade ago when televised poker was in its heyday, the World Series of Poker Main Event – the final tournament of the season which
Jan 2, 2021
"LAUNCH ALERT: Towpath Technology Fund
January 2, 2021 Mutual Fund Observer (www.mutualfundobserver.com)
Jan 1, 2021
"Launch Alert: Towpath Technology Fund" by Mutual Fund Observer
An article about Towpath Technology Fund appeared in Mutual Fund Observer’s January 2021 edition. In the note to newsletter subscribers,
Nov 3, 2020
Is This a Good Time to Invest?
November 3, 2020 By Mark Oelschlager, CFA I am often asked by investors whether this is a good time to invest. Even though this...
Oct 30, 2020
"Investor Insight: Mark Oelschlager"
"Successful long-term investors have to find the right balance between flexibility and discipline. Mark Oelschlager has proven to walk that
Oct 1, 2020
Third Quarter 2020 Commentary: The Beat Goes On
October 1, 2020 Mark Oelschlager, CFA A man named John Adams attends every Cleveland Indians home game, sitting in the last row of the...
Sep 1, 2020
"Launch Alert: Towpath Focus Fund" by Mutual Fund Observer
An article about Towpath Focus Fund appeared in Mutual Fund Observer’s September 2020 edition. In the note to newsletter subscribers,
Jul 1, 2020
Second Quarter 2020 Commentary: What a Short Strange Trip It’s Been
July 7, 2020 Mark Oelschlager, CFA In 1976, Grateful Dead released “What a Long Strange Trip It’s Been.” The second quarter felt like a...
Apr 3, 2020
First Quarter 2020 Commentary: Bull Market, Bear Market, Bull Market
April 3, 2020 Mark Oelschlager, CFA What a quarter. Stocks began 2020 in a bull market and continued their ascent until February 20,...
Mar 18, 2020
Commentary: Historic Volatility
March 18, 2020 Mark Oelschlager, CFA After a brief rise to start the year the stock market has sold off dramatically in 2020, with the...
Oct 1, 2019
"Funds In Registration" by Mutual Fund Observer
October 1, 2019 Funds worth putting on your radar include…[Towpath Focus and Technology Funds], which marks the return of a talented and...
Aug 2, 2018
CHOOSE THESE MUTUAL FUNDS IF THEY ARE AVAILABLE IN YOUR 401(K) PLAN
August 2, 2018 Forbes (www.forbes.com)
Jul 30, 2018
ALPHABET, H&R BLOCK, AND 4 OTHER STOCKS FOR TURBULENT TIMES
July 30, 2018 ALPHABET, H&R BLOCK, AND 4 OTHER STOCKS FOR TURBULENT TIMES" Barron's (www.barrons.com)
Jun 1, 2018
THE 6 GREATEST MUTUAL FUND MANAGERS OF THE LAST DECADE TO USE NOW
June 1, 2018 THE 6 GREATEST MUTUAL FUND MANAGERS OF THE LAST DECADE TO USE NOW Forbes (www.forbes.com)
Apr 19, 2018
THE SECRET TO BEING A BETTER INVESTOR: UNDERSTAND HOW YOUR BRAIN WORKS
April 19, 2018 "HE SECRET TO BEING A BETTER INVESTOR: UNDERSTAND HOW YOUR BRAIN WORKS MarketWatch (www.marketwatch.com)
Mar 27, 2018
MANAGER OF THIS MARKET-BEATING FUND FINDS SUCCESS DESPITE NOT BEING A 'GUNSLINGER' LIKE HIS DAD
March 27, 2018 MANAGER OF THIS MARKET-BEATING FUND FINDS SUCCESS DESPITE NOT BEING A 'GUNSLINGER' LIKE HIS DAD CNBC (www.cnbc.com)
Jun 29, 2017
GOOGLE'S STOCK IS STILL 'COMPELLING' SAYS OUTPERFORMING TECH FUND MANAGER
June 29, 2017 GOOGLE'S STOCK IS STILL 'COMPELLING' SAYS OUTPERFORMING TECH FUND MANAGER MarketWatch (www.marketwatch.com)
Mar 27, 2017
"Contrarian Pin Oak Equity Rises To The Top" by Investor's Business Daily
March 27, 2017 Investor's Business Daily (www.investors.com)
Mar 27, 2017
"Top 10 Fund Managers to Watch" by Financial Planning
March 27, 2017 Financial Planning (www.financial-planning.com)
IMPORTANT INFORMATION
Past Performance Does Not Guarantee Future Results. There can be no guarantee that any strategy (risk management or otherwise) will be successful. All investing involves risk, including potential loss of principal.
An investor should consider the Fund’s investment objectives, risks, charges and expenses carefully before investing. This and other important information about the investment company can be found in the Fund’s prospectus and summary prospectus. To obtain a prospectus or summary prospectus, call 877-593-8637. Please read the prospectus carefully before investing.
Towpath Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Towpath Funds are separate and unaffiliated.
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