OAK RIDGE INVESTMENTS LLC

Oak Ridge Investments LLC is an investment management firm based out of Chicago, Illinois. The company was established in 1989 by founder David M. Klaskin, who is still with the company today acting as its Chairman, CEO, and CIO. Oak Ridge Investments has grown from its inception to now have 36 employees of which 27 are investment professionals. The company conducts its research internally and utilizes fundamental and quantitative methodologies to make its investment decisions. Oak Ridge Investments invests in the public equity markets of the United States and focuses on the value and growth stocks of small to large cap companies, benchmarking its performance against various Russell indexes. The company invests most heavily in the information technology sector, which alone makes up almost a third of its total asset allocations, and also invests in the health care sector, making up another quarter of its allocations, industrials, consumer discretionary, and finance sectors, among others to a lesser degree, in order of decreasing allocation. Oak Ridge Investments now holds over $4.2 billion in total assets under management spread across over 4,600 accounts, all of which are discretionary. Although the firm’s total number of accounts held has been decreasing in recent years, its total assets under management has been increasing, growing significantly from just under $2 billion back in 2010 to well over twice that amount today. Oak Ridge Investments mainly caters to individuals, which alone makes up over a third of its client base, and also provides services to high net worth individuals, corporations, state or municipal entities, pooled investment vehicles, investment companies, charities, pension and profit sharing plans, insurance companies, and others, in order of decreasing allocation. Oak Ridge Investments offers a variety of strategies including its All Cap Growth and Dividend Growth and currently offers its Small Cap Growth, Large Cap Growth, Growth Opportunity, and Dividend Growth mutual funds.