James Tarkenton

Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate

TCM offers discretionary investment management and investment advisory services for domestic equity. The firm follows an investment philosophy, rooted in the belief that earnings growth ultimately drives stock valuations as compounding occurs over time. Their goal is to generate exceptional returns for a select group of clients, not to amass an excessive amount of assets under management that would undermine the firm's ability to perform.

RBO implements its investment philosophy and independent research process in determining appropriate positions for individual client portfolios. The firm follows a bottom-up, security by security analysis process rather than relying on top-down macro analysis. They are free to look for investment ideas across market capitalizations, industries, and countries.

Townsend designs and implements strategies to create, grow and conserve wealth, while delivering an unprecedented level of personalized service and expertise. They utilize individual stocks, bonds, mutual funds, or other securities when structuring portfolios. The firm discusses their financial and investment philosophy while developing a unique Investment Policy Statement for each client, which addresses goals, risk tolerance, income needs, growth objective, time horizon and other personal considerations. Portfolios can be designed to provide for conservation of principal, income, moderate growth, or more aggressive growth, depending on a client's circumstances and objectives.

Functions as a College/University

Cambridge Associates typically works with their clients to identify and refine their investment objectives, risk parameters and spending needs to determine an appropriate asset allocation and manager structure designed to achieve financial goals. The firm builds custom portfolios that aim to outperform over the long-term.

Functions as a College/University