About RIVSX
River Oak Discovery Fund is a U.S.-based mutual fund focused on achieving capital appreciation primarily through investments in small-cap companies, typically those with market capitalizations under $5 billion. The fund targets firms often overlooked or underappreciated by larger institutions, seeking out businesses that display rapid growth potential, niche market focus, and durable competitive advantages. Employing a concentrated investment approach, the fund typically holds 30-40 stocks, allowing it to focus on select opportunities with the potential for outsized impact on performance. Its portfolio spans diverse industries, including healthcare, technology, industrials, and business services, reflecting a blend of growth and value characteristics within the small-cap segment. The fund aims to capitalize on emerging trends and unique business models, favoring companies with strong pricing power and high-quality management. By emphasizing a high-conviction, research-driven process, River Oak Discovery Fund plays a distinctive role in the market for investors seeking exposure to dynamic, early-stage companies that may be positioned for long-term growth within the broader small-cap universe.
Fund Family Oak Associates
Category Small Blend
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol RIVSX
Index Index is not available on Lipper Database
RIVSX had a total return of 28.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.17%.
