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

Updated 7/31/2025

Quarterly Fact Sheet & Review

Updated 6/30/2025

Independent GIPS Verification Statement

Quarterly Fact Sheet & Review

Summit Oak Asset Management Small Cap Growth “Quarterly Fact Sheet & Review” report contains the following information relevant to the Small Cap Growth Composite: strategy overview, time weighted returns for the previous quarter, 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