small/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 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 and Russell 2000 indices over each full market cycle.

Top Ten Holdings
Sector Weightings
Fundamental Characteristics

Small/Mid-Cap Growth—as of September 30, 2008



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Sector Weightings
Oakridge smcg summary
russell 2000 smcg summary
Source: Mellon Analytical Services (S&P GICS classification)
Top Ten Holdings (%)
           
Ansys Inc. 4.2   Indexx Labs 2.4  
Church & Dwight 3.3   Waste Connections 2.4  
True Religion Inc. 2.8   Airgas 2.3  
Wolverine Wrld. Wd. 2.8   Moog Inc. Cl. A 2.2  
Chattem Inc. 2.5   Superior Well Svcs. 2.2  
      TOTAL 27.1%  
           

Fundamental Characteristics
  Oak Ridge Russell Mid Cap Gr.
Median Market Cap
$1.5 B $466 M
Weighted Avg. Market Cap
$2.2 B $1.1 B
Average Dividend Yield
0.2% 0.6%
12 Mo. Fwd. EPS Growth Rate
20.1% 18.9%
P / E (12 Mo. Trailing)
22.6 28.8
P / E (12 Mo. Forward)
16.6 15.5
Trailing 1 Year Turnover
 31% N/A

Source: Mellon Analytical Services



  Related links:
Investment Philosophy and Objective
Investment Process

   
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