mid-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 discounts to their sustainable earnings growth rates, we believe we can consistently outperform the market. We seek to outperform the Russell Mid-Cap Growth and Russell Mid-Cap indices over each full market cycle.

Top Ten Holdings
Sector Weightings
Fundamental Characteristics


Mid-Cap Growth—as of September 30, 2008

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Sector Weightings
Oakridge MCG Summary

Russell 2000 MCG Summary

Source: Mellon Analytical Services (S&P GICS classification)
Top Ten Holdings (%)
           
Alliance Data Sys. 3.7   Amphenol Corp. 3.0  
Waste Connections 3.2   Mettler Toldeo 2.8  
Church & Dwight 3.2   Idexx Labs 2.8  
Covance Inc. 3.0   Alberto Culver 2.7  
Ansys Inc. 3.0   Henry Schein Inc. 2.7  
      TOTAL 30.1%  
           
Fundamental Characteristics
  Oak Ridge Russell Mid Cap Gr.
Median Market Cap
$4.1 B $3.5 B
Weighted Avg. Market Cap
$5.4 B $7.1 B
Average Dividend Yield
0.2% 1.0%
12 Mo. Fwd. EPS Growth Rate
21.2% 16.2%
P / E (12 Mo. Trailing)
22.2 16.7
P / E (12 Mo. Forward)
16.2 12.8
Trailing 1 Year Turnover
 51% N/A

Source: Mellon Analytical Services



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Investment Philosophy and Objective
Investment Process
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