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INVESTOR INSIGHT

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NEWS & INSIGHTS  |  INVESTOR INSIGHT: MARK OELSCHLAGER

Investor Insight: Mark Oelschlager
October 30, 2020

 

Please click below to read an October 30, 2020 "Investor Insight" featuring Mark Oelschlager by industry veteran John Heins.

Excerpts:

  • "Successful long-term investors have to find the right balance between flexibility and discipline. Mark Oelschlager has proven to walk that line exceedingly well."

  • "After spending 19 years at his father's firm, building an excellent track record of his own in managing mutual funds such as the Pin Oak Equity Fund, Mark decided last year to go out on his own, founding Oelschlager Investments and launching the Towpath Focus Fund at the end of December [2019]."

  • "Pin Oak Equity Fund he managed for Akron-based Oak Associates from June 2006 to January 2019 earned a net annualized 10.9% vs. 8.3% for the Russell 3000 Index."

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For more information on a separately managed account, please contact us.

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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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