large-cap growth Portfolio summary

Earnings growth is the primary motive of all business and the principle factor in the determination of long-term stock prices. By purchasing companies at attractive valuations relative to their sustainable earnings growth rates, we believe we can consistently outperform the market. We seek to outperform the Russell 1000 Growth and S&P 500 indices over each full market cycle.

Top Ten Holdings
Sector Weightings
Fundamental Characteristics


Large Cap Growth—as of September 30, 2008
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Sector Weightings
Oakridge LCG summary
Russell 2000 LCG Summary
Source: Mellon Analytical Services (S&P GICS classification)
Top Ten Holdings (%)
           
Qualcomm Inc. 3.4   Pepsico Inc. 2.8  
Proctoer & Gamble 3.3   Abbott Labs Com. 2.7  
XTO Energy Inc. 3.2   Google, Inc. 2.7  
Cisco Sys. Inc. 3.1   Schlumberger Ltd. 2.7  
Aflac Inc. 2.9   Charles Schwab 2.6  
     
TOTAL
 29.4%  
       


Fundamental Characteristics
  Oak Ridge Russell 1000 Gr.
Median Market Cap
$26.7 B $4.7 B
Weighted Avg. Market Cap
$59.2 B $65.5 B
Average Dividend Yield
1.0% 1.5%
12 Mo. Fwd. EPS Growth Rate
17.0% 15.2%
P / E (12 Mo. Trailing)
17.6 16.1
P / E (12 Mo. Forward)
14.8 13.1
Trailing 1 Year Turnover
36% N/A

Source: Mellon Analytical Services

  Related links:
Investment Philosophy and Objective
Investment Process
   
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