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North Square Oak Ridge Small Cap Growth Fund Class K (ORIKX)

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Oak Ridge Small Cap Growth K historical data, for real-time data please try another search

10.36 +0.15 +1.47%

06/06 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 26.82M

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ORIKX Overview

On this page you'll find an in-depth profile of North Square Oak Ridge Small Cap Growth Fund Class K. Learn about the key management, total assets, investment strategy and contact information of ORIKX among other information.

Contact Information

Address 10 South LaSalle Street, Suite 1925
Chicago,IL 60603
United States

Phone 1-855-551-5521

Web www.northsquareinvest.com

Top Executives

Name	Title	Since	Until
Brad A. Thompson	CIO (Chief Investment Officer)	2022	Now
Biography	Prior to joining NSI Retail in 2021, Mr. Thompson served as Chief Investment Officer of the Stadion and has been a Portfolio Manager and an officer of the Stadion, serving in a supervisory role for portfolio management operations since 2006. Brad Thompson joined Stadion in 2006, bringing 20+ years of financial analysis, investment management, and fund management experience with him to Stadion, where he manages the Stadion Portfolio Management team. Prior to joining Stadion, Brad served as the Chief Investment Officer and Chief Financial Analyst for Global Capital Advisors. Brad has a Bachelor of Business Administration Degree in Finance from the University of Georgia, and also holds the Chartered Financial Analyst designation. Brad is a member of the CFA Institute and the Bermuda Society of Financial Analysts and also holds the Chartered Retirement Plan Specialist Designation. Brad has served on the board of the Executive Leadership Council for the American Cancer Society and on the Board of Trustees for the University of Georgia Terry College of Business Student Managed Investment Fund
David M. Klaskin	CEO	1994	2022
Biography	Founder of Oak Ridge Investments in 1989, Mr. Klaskin leads our firm and its investment team. He has developed and implemented the investment discipline that is applied across all Oak Ridge products. He is co-portfolio manager of the Oak Ridge Small /Mid Cap Growth, Large Cap Growth, and All Cap Growth equity strategies. He is co-portfolio manager of the Dividend Growth strategy as well. Mr. Klaskin also chairs the firm’s Executive Committee. He has been featured on television, radio, and in numerous publications. Prior to establishing Oak Ridge, Mr. Klaskin worked as an investment executive at Shearson Lehman Hutton for eight years. Mr. Klaskin is a native of Chicago and graduated from Indiana University with a B.S. in Finance.
Robert G. McVicker	Executive Vice President	1994	2022
Biography	Mr. McVicker has been with Oak Ridge Investments since its inception in 1989. He guides our investment research process and co-manages the Small/Mid Cap Growth, Large Cap Growth, and All Cap Growth equity strategies. Mr. McVicker is also a member of the firm’s Executive Committee. Prior to joining Oak Ridge, Mr. McVicker was a trader at the Chicago Board Options Exchange. He is originally from Cincinnati and graduated from Ohio State University with a B.S. in Finance.

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