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10 Questions With Growth Guy Jim Oelschlager

 

Jim Oelschlager might be on the ropes, but he's still throwing punches.

Talking With:
Jim Oelschlager

Fund: (WOGSX Quote)White Oak Growth Stock
Assets: $4 billion
Managed Since: Aug. 3, 1992 (inception)*
1-Year Return: -51.3%/Trails 91% of Peers
5-Year Return: 14.6%/Beats 83% of Peers
Sales Charge: None
Expense Ratio: 0.96% vs. 1.48% category average
Top-Three Holdings:
Applied Materials(AMAT Quote)
Citigroup(C Quote)
Eli Lilly(LLY Quote)
Source: Morningstar. *Co-manages the fund with Donna Barton.

His big-cap growth (WOGSX Quote)White Oak Growth Stock and (POGSX Quote)Pin Oak Aggressive Growth funds are down a respective 52% and 65% over the past 12 months, both trailing more than 90% of their peers, according to Chicago fund-tracker Morningstar. The reason: Oelschlager is a die-hard believer in tech. Two of his firm's four funds are tech-sector funds; he stashes most of each fund's money into that mercurial sector, down 50% over the past year if we use the tech-heavy Nasdaq Composite as a yardstick. ...

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