We believe that investing in a diversified portfolio of well selected high-growth companies, purchased at reasonable valuations, will produce superior long-term performance for our clients.

We are a bottom-up active manager who maximizes exposure to new information by systematically searching for superior fundamentals, growth, and valuation characteristics in micro-, small-, and mid-capitalization equities. Buying opportunities come from the early recognition of growth as a result of new products, innovative changes in technology or dynamic marketing concepts.

OAM's investment strategy seeks to invest in exceptionally high growth companies. Candidates for OAM portfolios are generally smaller companies in the early stages of explosive growth. We look for sustainable, internally-generated growth attributable to increasing customer demand. Our ideal company has high competitive barriers, such as a patent, a new technology, or a dynamic marketing concept.

We add value because many of the companies we follow have very limited Wall Street research coverage. Limited research availability creates pricing inefficiencies. Our team seeks to add value by identifying small, undiscovered growth opportunities before the rest of the institutional community. Our anti-bureaucratic management structure allows our team to respond quickly to new opportunities. By consciously limiting OAM's assets under management, we are able to take meaningful positions in our favorite undiscovered small-cap ideas.

Our team is focused. OAM exclusively manages portfolios of smaller, high growth companies trading at reasonable valuations. Our framework for initial universe selection using a unique combination of quantitative and qualitative factors creates discipline in our process. Our specialized focus allows for favorable comparative analysis of similar opportunities within our narrow universe, helping to provide clarity in a search for undervalued issues.

We believe companies with exceptionally high growth rates are often incorrectly valued by traditional analysts. Because analysts are generally rewarded for conservatism and punished disproportionately for overestimating growth rates, we believe that certain smaller companies with the potential for a high rate of earnings growth are frequently undervalued in the market. Our process seeks to identify those issues trading at reasonable PEG ratios with the potential to exceed analyst growth expectations.

Lastly, our portfolio management team has significant experience in evaluating smaller high growth companies. Because our team is exclusively focused on high-growth small-cap issues, we have acquired above-average understanding of the challenges encountered by such companies over time. We have also developed an extensive knowledge base of such companies and their respective product offerings. We apply our expertise and network of industry contacts towards an effective qualitative evaluation of each company's business plan.