Oak Value Fund Managers Comment on Top Holdings
By guruek. David Carr and his colleagues at Oak Value Fund (OAKVX) published their 1Q10 Shareholder letter. For the quarter ended on March 31, 2010, the fund returned 4.91%, modestly underperforming the S&P 500 Index return of 5.39%. We have learned not to judge their performance by one quarter’s number, especially the difference is so miniscule. Over the past 10 years, the fund returned 3.71 …
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