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Mark Oelschlager

Mark Oelschlager

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This Fund Manager Rating is based on the Citywire Long Only ratings methodology

Citywire Ratings are rewarded for risk adjusted outperformance of benchmarks we select independently.

More information on how Ratings are calculated

Mark W. Oelschlager holds more than 20 years of investment experience. He manages several funds at Oak Associates having joined the group in 2000 from the State Teachers Retirement System of Ohio where he was a senior securities analyst. He holds a BA in Economics from Trinity College, an MBA from Ohio State University and is a CFA charterholder.

Citywire Rating: + rated

not rated

2014

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2015

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2016

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2017

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sector performance

funds managed

fund total return standard deviation max drawdown
White Oak Select Growth Fund 20.7 % 6.7 -1.4 %

League Table - Rank 190/202 (4th quartile)

rank Manager Return
188 Ted Bridges III 188. Ted Bridges III 21.4%
188 Brian M Kirkpatrick 188. Brian M Kirkpatrick 21.4%
190 Mark Oelschlager 190. Mark Oelschlager 20.7%
190 James D. Oelschalger 190. James D. Oelschalger 20.7%
190 Robert Stimpson 190. Robert Stimpson 20.7%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/09/2017)

year Annual Q1 Q2 Q3 Q4
2017 4.6% 3.3% 3.5%
2016 11.6% -4.6% 2.2% 7.3% 6.7%
2015 8.5% 0.3% 1.5% -3.5% 10.5%
2014 8.3% 2.2% 0.7% 0.6% 4.5%
2013 30.9% 10.5% 2.2% 4.1% 11.4%

Are you Mark Oelschlager?

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