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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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2018

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sector performance

funds managed

fund total return standard deviation max drawdown
White Oak Select Growth Fund 17.0 % 11.5 -5.8 %

League Table - Rank 164/200 (4th quartile)

rank Manager Return
164 James D. Oelschalger 164. James D. Oelschalger 17.0%
164 Mark Oelschlager 164. Mark Oelschlager 17.0%
164 Robert Stimpson 164. Robert Stimpson 17.0%
View full league table

Total Return

Month by Month Performance

Quarterly (to 30/06/2018)

year Annual Q1 Q2 Q3 Q4
2018 2.4% 3.1%
2017 19.8% 4.6% 3.3% 3.5% 7.1%
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 4.1% 11.4%

Are you Mark Oelschlager?

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