small/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 2000 Growth index over each full market cycle.

Top Ten Holdings
Sector Weightings
Fundamental Characteristics


Small/Mid-Cap Growth—as of December 31, 2011



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Sector Weightings
Oakridge smcg summary
russell 2000 smcg summary
Source: The Bank of New York Mellon Corporation (S&P GICS classification)
Top Ten Holdings (%)
           
Ansys 4.9   LKQ Corp. 2.7  
Catalyst Health Sol. 2.9   Questcor Pharma 2.5  
HMS Holdings 2.9   Micros Systems 2.5  
Wright Express Corp. 2.8   Colfax Corp. 2.5  
Waste Connections 2.7   Align Technology 2.4  
     
TOTAL
 28.8%  
       

Fundamental Characteristics
  Oak Ridge Russell 2000 Growth
Median Market Cap
$2.1 B $530 M
Weighted Avg. Market Cap
$2.6 B $1.4 B
Average Dividend Yield
0.3% 0.7%
12 Mo. Fwd. EPS Growth Rate
18.9% 20.1%
P / E (12 Mo. Trailing)
21.4 26.7
P / E (12 Mo. Forward)
16.8 16.3
Trailing 1 Year Turnover
 36.9% N/A

Source: The Bank of New York Mellon Corporation



  Related links:
Investment Philosophy and Objective
Investment Process

   
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