Oelschlager Investments

Overview

Oelschlager Investments is an investment management firm specializing in long-term, low-turnover, concentrated investing strategies. The firm was co-founded by Tina and Mark Oelschlager, CFA. Mark serves as President and Chief Investment Officer, while Tina serves as Chief Executive Officer. The firm offers opportunities for investment through mutual funds and separately managed accounts, emphasizing a disciplined approach to investment strategies. With a commitment to active management, Oelschlager Investments focuses on delivering value through careful analysis and risk management. The firm regularly shares insights and market commentary to keep clients informed about economic conditions and investment opportunities. The firm's Towpath Focus Fund, launched in December 2019, is a concentrated, all-cap equity fund managed by Mark Oelschlager. The fund invests in 25-40 domestic stocks across various market capitalizations, focusing on higher growth companies that are undervalued. The portfolio includes a mix of domestic and international stocks, with a portion allocated to cash. Compared to its Morningstar peers, the fund has more cash, more international exposure, and more small-cap holdings. The portfolio stocks are higher growth companies (measured by sales, cash-flow, and book value growth) which are selling for lower prices (measured by price-to-book, price-to-earnings, and price-to-sales) with higher returns than either its peers or its index. Oelschlager Investments is also involved in community initiatives. Mark W. Oelschlager serves as Chair of the Foundation Board for Akron Children's Hospital, reflecting the firm's commitment to community engagement and support.