Celebrating 10 years as an Investment Manager in 2008
OakBrook owners Peter Jankovskis, Janna Sampson, and Giri Cherukuri
10/27/03: Pensions & Investments highlights OakBrook Investments as one of top “up & coming” firms in investment management.
09/30/03: Select Equity ranked #2 by Money Manager Review in Large Cap Blend category for performance 7 years ended 9/30.
09/30/03: Select Equity ranked #14 out of 543 funds in Nelson’s Large Cap Equity category for performance 3 years ended 9/30.
09/30/03: Select Equity ranked as “Top Gun” (among ten best) by Effron/PSN in Large Core Equity category.
09/17/03: Janna Sampson speaks on “Perspectives on Enhanced Indexing” at IIR’s “The Art of Indexing” conference in Washington, D.C.
08/21/03: Peter Jankovskis speaks on “Portfolio Performance Through Better Firm Level Analysis” at Chicago QWAFAFEW.
07/27/03: New York Times features OakBrook Investments in article on AmSouth Select Equity Fund which OakBrook sub-advises.
06/30/03: Select Equity included among Nelson’s “World’s Best Money Managers” for performance 3 years ended 6/30.
06/30/03: Select Equity ranked #3 by Money Manager Review in Large Cap Blend category for performance 7 years ended 6/30.
06/30/03: Select Equity ranked as “Top Gun” (among ten best) by Effron/PSN in Large Core Equity category.
06/23/03: Forbes magazine features OakBrook Investments in article on AmSouth Select Equity Fund, sub advised by OakBrook.
05/09/03: Investor’s Business Daily features article on AmSouth Select Equity Fund, sub advised by OakBrook Investments.
5/02/03: Money magazine features article on AmSouth Select Equity Fund, sub advised by OakBrook Investments.
03/31/03: Select Equity ranked 16th in Nelson’s Large Cap Growth & Value category for performance 3 years ended 6/30.
03/31/03: Select Equity ranked #3 by Money Manager Review in Large Cap Blend category for performance 7 years ended 6/30.
03/31/03: Select Equity ranked as “Top Gun” (among ten best) by Effron/PSN in Large Core Equity category.
03/24/03: Investment News magazine features article on AmSouth Select Equity Fund, sub advised by OakBrook Investments.
03/13/03: AmSouth Select Equity Fund, sub-advised by OakBrook, receives Lipper Award for best risk adjusted performance 3 years ended 12/31.
01/09/03: Peter Jankovkis speaks on “The Hidden Exposures Among Equity Style Indices” at Professional Risk Managers Int’l. Assn.
12/31/02: Select Equity ranked #2 in InvestorForce Large Cap Core category for performance 1 year ended 12/31.
10/17/02: Peter Jankovskis speaks on “Moving Beyond Growth & Value” at Investment Analyst Society of Chicago.
09/30/02: Select Equity ranked #33 out of 538 funds in Nelson’s Large Cap Equity category for performance 3 years ended 9/30.
09/30/02: Select Equity ranked #2 in InvestorForce Large Cap Core category for performance 1 year ended 9/30.
09/30/02: Select Equity ranked #8 by Money Manager Review in Large Cap Core category for performance 7 years ended 9/30.
07/18/02: Peter Jankovskis speaks on “Small Cap Investing” at Chicago QWAFAFEW.
06/30/02: Select Equity ranked #13 out of 595 funds in Nelson’s Large Cap Equity category for performance 3 years ended 6/30.
06/30/02: Select Equity ranked #1 in InvestorForce Large Cap Core category for performance 1 year ended 6/30.
06/11/02: Peter Jankovskis speaks on “Enhanced Indexing” at IMII conference.
05/01/02: Peter Jankovskis speaks on “Enhanced Indexing” at 61st Annual NCPERS Conference.
03/31/02: Select Equity ranked #13 out of 619 funds in Nelson’s Large Cap Equity category for performance 3 years ended 3/31.
03/31/02: Select Equity ranked #1 in InvestorForce Large Cap Core category for performance 1 year ended 3/31.
03/04/02: Janna Sampson speaks on “Enhanced Indexing” at Opal Indexing & ETFs conference.
02/28/02: OakBrook Enhanced Index strategy featured in PLANSPONSOR magazine article on enhanced indexing.
01/10/02: Peter Jankovskis speaks on “Enhanced Indexing” at Opal Public Funds Summit.
12/31/01: Select Equity ranked #25th out of 626 funds in Nelson’s Large Cap Equity category for performance year ended 12/31.
11/06/01: Peter Jankovskis speaks on “Identifying Stability in an Unstable World” at IMII conference.
10/16/01: Peter Jankovskis speaks on “Enhanced Indexing” at IIR Enhanced Indexing conference.
10/01/01: Janna Sampson and Select Equity featured in article appearing in The Wall Street Transcript.
09/30/01: Select Equity ranked #1 in InvestorForce Large Cap Core category for performance 1 year ended 9/30.
08/16/01: Janna Sampson speaks on “Enhanced Indexing” at MAPERS annual conference.
06/30/01: Select Equity ranked #6 in Pensions & Investments PIPER database Growth Managed category for performance year ended 6/30.
04/24/01: Peter Jankovskis speaks on “Portfolio Rebalancing” at IMII conference.
01/26/01: Peter Jankovskis speaks on “Moving Beyond Growth & Value” at Opal’s Investment Consultant Summit.
09/30/00: Enhanced Index among only 61 of 2300 domestic strategies ranked at Top Gun (ten best) for performance 5 years ended 9/30.
05/09/00: Janna Sampson speaks on “Enhanced Indexing” at IMII conference.
