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NEWS & INSIGHTS

Fourth Quarter Commentary: We're Going Streaking
January 6, 2025
Mark Oelschlager, CFA

Third Quarter Commentary: Don't Bring Me Down
October 7, 2024
Mark Oelschlager, CFA

In Memoriam, Jim Oelschlager
1942-2024
Mark Oelschlager, CFA

Second Quarter Commentary: Morro the Same
July 1, 2024
Mark Oelschlager, CFA

First Quarter Commentary: Total Eclipse of Fears
April 1, 2024
Mark Oelschlager, CFA

Fourth Quarter Commentary: Musings on Munger
January 2, 2024
Mark Oelschlager, CFA

Third Quarter Commentary:

The Ryder Cup and the Yield Curve
October 2, 2023
Mark Oelschlager, CFA

Second Quarter Commentary: Swift Thinking
July 3, 2023
Mark Oelschlager, CFA

First Quarter Commentary: March Madness
April 3, 2023
Mark Oelschlager, CFA

Fourth Quarter Commentary: Everywhere
January 3, 2023
Mark Oelschlager, CFA

Mutual Fund Observer: "Sometimes People Matter"
December 1, 2022
Mutual Fund Observer

Third Quarter Commentary: Federal Reserve Uprising
October 3, 2022

Mark Oelschlager, CFA

Second Quarter Commentary: Only When the Tide Goes Out Do You Discover Who's Been Swimming Naked
July 1, 2022

Mark Oelschlager, CFA

First Quarter Commentary: War and Remembrance

(of Rising Interest Rates)
April 1, 2022

Mark Oelschlager, CFA

Investor Insight: Mark Oelschlager
December 31, 2021
Value Investor Insight

The Powell Pivot
December 31, 2021
Mark Oelschlager, CFA

See a Penny (or a Million of Them) - Pick it Up
November 5, 2021
Mark Oelschlager, CFA
 

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Third Quarter Commentary: Shanghai Surprise
September 30, 2021
Mark Oelschlager, CFA
 

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Towpath Focus (TOWFX) is now available for

purchase at Schwab
August 11, 2021

 

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Second Quarter Commentary: It's Snowing
July 1, 2021
Mark Oelschlager, CFA
 

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The Growth vs. Value Dynamic
June 2021

Visit our Media Highlights page to
read what others are saying
about Towpath Funds

First Quarter Commentary - MSB: Money Seemingly Boundless
April 1, 2021
Mark Oelschlager, CFA

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Commentary: Game (Will) Stop
February 1, 2021
Mark Oelschlager, CFA

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Fourth Quarter Commentary: November Nine
January 12, 2021
Mark Oelschlager, CFA

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Launch Alert: Towpath Technology Fund
January 2, 2021
Mutual Fund Observer

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Commentary: Is this a Good Time to Invest?
November 3, 2020
Mark Oelschlager, CFA

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Investor Insight: Mark Oelschlager
October 30, 2020
Value Investor Insight

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Third Quarter Commentary: The Beat Goes On
October 1, 2020

Mark Oelschlager, CFA

Launch Alert: Towpath Focus Fund
September 1, 2020

Mutual Fund Observer

Second Quarter Commentary: What a Short Strange Trip It’s Been
July 7, 2020

Mark Oelschlager, CFA

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First Quarter Commentary: Bull Market, Bear Market, Bull Market
April 3, 2020

Mark Oelschlager, CFA

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Commentary: Historic Volatility
March 18, 2020

Mark Oelschlager, CFA​

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“Funds In Registration”
Mutual Fund Observer
October 1, 2019
David Snowball

Funds worth putting on your radar include…[Towpath Focus and Technology Funds], which marks the return of a talented and thoughtful manager…

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OELSCHLAGER INVESTMENTS
4040 Embassy Parkway, Suite 320
Akron, Ohio  44333
330-664-9920  |  invest@oelschlagerinvestments.com
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For more information on a separately managed account, please contact us.

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Form ADV  |  Form CRS  |  Terms of Use

 

FINRA's BrokerCheck

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Note to Financial Advisors: Towpath Focus Fund (TOWFX) is currently available on Charles Schwab's platform. Please contact your custodian/broker-dealer to request that TOWFX and TOWTX be added to your broker-dealer’s platform.  Advisor demand is necessary for Towpath Focus Fund and Towpath Technology Fund to be considered for your platform.

Please contact us with any questions.

 

IMPORTANT INFORMATION:

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There can be no guarantee that any strategy (risk management or otherwise) will be successful.  All investing involves risk, including potential loss of principal. “Prior Fund” does not represent the performance of Towpath Focus Fund.

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Equity Risk: Equity security values held by the Fund may fall due to general market and economic conditions, perceptions regarding the industries in which the issuers of the securities participate or other factors relating to the companies.  

Active Management Risk: The Adviser's judgments about the growth, value or potential appreciation of an investment may prove to be incorrect or fail to have the intended results, which could adversely impact the Fund's

performance and cause it to underperform relative to other funds with similar investment goals or relative to its benchmark, or not to achieve its investment goal.

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Carefully consider the Funds' investment objectives, risks, charges and expenses before investing. This and other important information about Funds can be found by downloading the Funds' prospectus and summary prospectuses. To obtain a hard copy of the prospectus, please call Shareholder Services at  877-593-8637. Please read the prospectus carefully before investing.


Towpath Funds are distributed by Ultimus Fund Distributors, LLC (Member FINRA). Ultimus Fund Distributors, LLC and Towpath Funds are separate and unaffiliated.

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