A Tight Focus on Value

Golden Oak Small Cap Value sticks to stocks with below-market p-e ratios. Its current favorites: financials and consumer cyclicals

Golden Oak Small Cap Value Fund (GOSVX ) looks for undervalued small-cap stocks with strong cash flow and very low debt levels. The investment team at the fund's investment advisor, Systematic Financial Management L.P., currently has a heavy emphasis on financials and consumer cyclicals. Year-to-date through June 25, the fund gained 14.7%, outpacing its benchmark, the Russell 2000 Value Index, which rose 8.6%.

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