Small Cap

Summit Oak Asset Management (Summit Oak Asset Management) offers Small Cap Growth portfolio management.

This strategy is offered exclusively in the form of a separately managed account (SMA), but is currently closed to new client relationships. A complete list of all composites is available upon request.

Small Cap Growth Portfolio Reports

Performance

Summit Oak Asset Management Small Cap Growth “Performance” report contains the most recent performance update for the Small Cap Growth Composite. This report is updated monthly and contains time weighted returns for the following time periods: most recent month, year to date, since inception, 3, 5, 10 & 20 year annualized periods.

Adresse

Summit Oak Asset Management
375 Park Avenue, Suite 2300
New York, NY 10152