mid-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 Mid Cap Growth index over each full market cycle.

Top Ten Holdings
Sector Weightings
Fundamental Characteristics



Mid-Cap Growth—as of December 31, 2011

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Sector Weightings
Oakridge MCG Summary

Russell 2000 MCG Summary

Source: The Bank of New York Mellon Corporation (S&P GICS classification)
Top Ten Holdings (%)
           
Alliance Data Sys. 3.2   Triumph Grp. 2.8  
PetSmart 3.2   Conch Resources 2.7  
Airgas 3.1   Gardner Denver 2.6  
NetLogic Microsys 3.0   Catalyst Health Sol. 2.6  
O'Reilly Auto. 2.9   Ross Stores 2.5  
     
TOTAL
 28.4%  
       
Fundamental Characteristics
  Oak Ridge Russell Mid-Cap Growth
Median Market Cap
$5.3 B $4.3 B
Weighted Avg. Market Cap
$6.6 B $8.0 B
Average Dividend Yield
0.5% 1.1%
12 Mo. Fwd. EPS Growth Rate
20.9% 18.3%
P / E (12 Mo. Trailing)
21.0 19.2
P / E (12 Mo. Forward)
17.1 15.4
Trailing 1 Year Turnover
 35.4% N/A

Source: The Bank of New York Mellon Corporation



  Related links:
Investment Philosophy and Objective
Investment Process
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