IronOak Advisors
IronOak Advisors specializes in core-equity strategies. The firm manages money for endowments and foundations, not-for-profit organizations, Taft-Hartley Plans and Pension Plans and sub-advises mutual funds.
The IronOak portfolio managers buy stocks that are "on sale" in the market, regardless of whether they are growth or value, to build core portfolios that are positioned to benefit from opportunities that the managers believe are being overlooked in the marketplace.
IronOak seeks to provide clients with alpha-generating portfolios constructed by developing and rigorously testing an investment thesis for each stock it considers. Managers use a proprietary model to evaluate company fundamentals, uncover catalysts for growth and identify stocks that they feel have the best opportunity for return potential within each industry. IronOak believes its culture of consistency and successful track record attract new clients and its team continuity and high-touch service help keep them.
| Strategy | Benchmark | Inception* | AUM** (Mil) |
|---|---|---|---|
| Large Cap Core Equity | S&P 500 Index | January 1998 | 821.9 |
| Mid Cap Core Equity | Russell Midcap© Index | April 2005 | 105.1 |
For separately managed accounts, please visit: www.ironoakadvisors.com
For mutual funds:
RidgeWorth Large Cap Core Equity Fund
RidgeWorth Mid-Cap Core Equity Fund
* Inception of the institutional composite. The inception of the registered mutual fund may differ.
** As of 6/30/09.
