A rules-based strategy
that has stood the
test of time

Using our time-tested core philosophy developed over four decades, Running Oak Capital is focused on outperforming the S&P 500 over a full economic cycle with less downside risk. We apply a principled, rules-based approach that overcomes the limitations of human judgement and delivers strong risk-adjusted returns by focusing on quality growth companies that are undervalued by the market.

Ultimately, we endeavor to achieve outcomes that our clients can rely on across all market cycles.

Our beliefs are founded on three simple, dependable economic principles:

Seek earnings growth

Above-average earnings growth can be expected to result in above-average price performance.

Avoid overvalued companies

Never overpay. Paying more than an asset is worth will surely lessen returns.

Focus on minimizing risk

There's a cost to volatility. Mitigate drawdowns and achieve higher cumulative returns.

For more information on Running Oak,
please contact us.

4519 West 56th St
Edina, MN

Investing involves risk including possible loss of principal.

Before investing, carefully consider a fund's investment objective, risks, charges and expenses contained in the prospectus. Read carefully before investing.

Distributor: Foreside Fund Services, LLC.