Running Oak Capital LLC

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Running Oak Capital Rebelliously thoughtful for over 40 Years Why Invest Our Efficient Growth Strategy Has Outpaced Decades of Ups and Downs Opportune: A little known yet very large hole exists in the typical equity portfolio, precisely where the most attractive risk/reward asymmetry currently lies. Efficient Growth fills that hole and opportunity like few portfolios do. Since inception, Efficient Growth has provided 10% more return than the S P 500 Equal Weight Index given the same level of downside risk, gross of fees (Ulcer Performance Index). Risk vs. Return, Gross (Sept 2013 Mar 2026) Differentiated Approach and Construction Mid Cap stocks are at their cheapest in 25 years relative to Large. Efficient Growth provides significant Mid Cap exposure. Efficient Growth is built upon 3 longstanding, common sense principles: seek earnings growth, avoid overvalued companies, focus on minimizing downside risk. Running Oak utilizes a highly disciplined, rules-based process, resulting in a portfolio that is reliable, repeatable, and unemotional. How To Invest Efficient Growth is currently available as an SMA and ETF (for more information on our ETF, please visit runningoaketfs.com ). Rules Are Meant To Be Invested In—Especially When They re This Time-Tested Using our time-tested core philosophy developed over four decades, Running Oak Capital is focused on outperforming the S P 500 over a full economic cycle with less downside risk. We apply a principled, rules-based approach that s

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