large-cap growth Portfolio summary

Oak Ridge believes 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 index over each full market cycle.

Top Ten Holdings
Sector Weightings
Fundamental Characteristics



Large Cap Growth—as of December 31, 2011
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Sector Weightings
Oakridge LCG Summary
Russell 1000 LCG Summary
Source: The Bank of New York Mellon Corporation (S&P GICS classification)
Top Ten Holdings (%)
           
IBM 5.6   Oracle 2.7  
Apple 4.4   Danaher 2.7  
EMC 3.2   TJX Cos 2.6  
Dollar Tree Stores 3.1   Qualcomm 2.5  
Allergan 2.8   Precision Castparts 2.5  
     
TOTAL
 32.0%  
       


Fundamental Characteristics
  Oak Ridge Russell 1000 Gr.
Median Market Cap
$22.3 B $5.0 B
Weighted Avg. Market Cap
$65.4 B $88.6 B
Average Dividend Yield
1.1% 1.7%
12 Mo. Fwd. EPS Growth Rate
18.7% 18.8%
P / E (12 Mo. Trailing)
16.6 15.0
P / E (12 Mo. Forward)
13.1 12.5
Trailing 1 Year Turnover
40.5% N/A

Source: The Bank of New York Mellon Corporation

  Related links:
Investment Philosophy and Objective
Investment Process
   
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