We approach investing with the philosophy, supported by a long historical background, that current market price is not always an accurate reflection of the true worth of a business. Our essential investing premise is that we can be successful over time by buying high quality companies with solid competitive advantages, run by capable, fair-minded management teams, purchased at sizable discounts from their intrinsic values. We believe that investing in this fashion, over long periods of time (minimum 3-5 years), links one’s return opportunities mainly to the success and growth of a carefully selected group of businesses with superior characteristics. Learn more>>>

Oak Value Fund Expands Distribution to Merrill Lynch Clients January 2, 2009 Oak Value Fund Portfolio Managers Letter to Shareholders October 20, 2008 Oak Value Promotes Christy L. Phillips to Portfolio Manager September 17, 2008 Investment Adviser's Review Third Quarter 2008