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The publications and commentary made available through the archive section of this website are for your general information only. While these publications may help illustrate our investment philosophy, you should understand that they reflect Oak Value's historical views of the markets and the companies in which the Fund invests or has previously invested. Opinions expressed are current as of the date appearing on each publication and have not been updated in light of subsequent market events.

The information contained in these publications should not be considered as a recommendation of any particular security or investment strategy. Oak Value will not be responsible for investment decisions or losses resulting from use of this information.

Please select from the following categories in our Archive:

QUARTERLY LETTERS
Investment Adviser's Review - Third Quarter 2008
Investment Adviser's Review - Second Quarter 2008
Investment Adviser's Review - First Quarter 2008
Investment Adviser's Review - Fourth Quarter 2007
Investment Adviser's Review - Third Quarter 2007
Investment Adviser's Review - Second Quarter 2007
Investment Adviser's Review - First Quarter 2007
Investment Adviser's Review - Fourth Quarter 2006
Investment Adviser's Review - Third Quarter 2006
2Q06 Letter to Shareholders - July 2006
Investment Adviser's Review - Second Quarter 2006
Investment Adviser's Review - First Quarter 2006
1Q06 Letter to Shareholders - April 2006
Investment Adviser's Review - Fourth Quarter 2005
Investment Adviser's Review - Third Quarter 2005
3Q05 Letter to Shareholders - October 2005
Investment Adviser's Review - Second Quarter 2005
2Q05 Letter to Shareholders - July 2005
Investment Adviser's Review - First Quarter 2005
1Q05 Letter to Shareholders - April 2005
Investment Adviser's Review
Fourth Quarter and Calendar Year 2004

4Q04 Letter to Shareholders - January 2005
Investment Adviser's Review - Third Quarter 2004
Letter to Shareholders - October 2004
Investment Adviser's Review - Second Quarter 2004
Letter to Shareholders - June 2004
Investment Adviser's Review - First Quarter 2004
Letter to Shareholders - April 2004
Investment Adviser's Review - Fourth Quarter and Calendar Year 2003
Letter to Shareholders - January 2004
Managers Commentary (PDF)- Third Quarter 2003
Letter to Shareholders - October 2003
Managers Commentary (PDF)- Second Quarter 2003
LETTER TO SHAREHOLDERS - JULY 2003
2Q03 AUDIO COMMENTS
1Q03 MANAGER COMMENTARY
   
LETTER TO SHAREHOLDERS - April 2003
4Q02 MANAGER COMMENTARY
        
3Q02 MANAGER COMMENTARY
        


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