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Advisor Information for SHPAX

Fund Inception07/15/1999
Name of IssuerSaratoga
Fund Advisor(s)Oak Associates ltd
Saratoga Capital Management,LLC
Sub-Advisor(s)--

Fund Managers for SHPAX

Robert Stimpson
Portfolio Manager since 01/18/2019
Robert D. Stimpson, CFA, CMT. Mr. Stimpson is Co-Chief Investment Officer and a Portfolio Manager at Oak Associates, which he joined in 2001. Prior to joining Oak Associates in 2001, Mr. Stimpson earned an MBA from Emory University. Previously, Mr. Stimpson worked as an Equity Market Analyst for I.D.E.A., ltd and for Merrill Lynch as a Financial Consultant. He has been with the investment industry since 1997. In addition to the CFA designation, Mr. Stimpson holds the CMT charter from the Market Technicians Association.