Description

The White Oak Select Growth Fund primarily allocates its capital to common shares of well-established, large-capitalization U.S. corporations. Under normal market conditions, a minimum of 80% of its net assets will be dedicated to equity instruments. The investment advisor's strategy involves identifying companies exhibiting above-average growth potential available at attractive valuations. While primarily concentrating on domestic common stocks, the fund may also, to a lesser extent, diversify into equity real estate investment trusts (REITs), foreign company common stocks, and American Depositary Receipts (ADRs).