OHFGX Thoughts Entering August and Key Takeaways After the market’s sharp rotation away from momentum trades in July, the OHFGX Investment Team, following corporate fundamentals, remained constructive on the long-term AI capex cycle. The team emphasized earnings quality after the prior month’s volatility. August saw the U.S. equity rally broadening, while the momentum factor continued…

OHFGX Thoughts Entering July and Key Takeaways The OHFGX investment team entered July following an exceptionally strong second quarter for growth equities and AI infrastructure. The team remained constructive on the long-term capital-spending cycle. July proved an extreme style and factor rotation and single stock dispersion month rather than a broad market correction in the…

James McFarland: Hello and welcome to the special Q2 Review video edition of The Long and the Short of It. I’m your host, James McFarland, joined as always by Charles Scavone and Chris Perras. The three of us represent the portfolio management team for the Mutual Fund OHFGX, the Oak Harvest Long Short Hedged Equity…

James McFarland (00:00.354) Hey everyone and welcome to another episode of The Long and The Short of it where we talk about the market happenings over the last month for the Oak Harvest Long Short Hedged Equity Fund, OHFGX. My name is James McFarland. I’m joined by Charles Scavone and Chris Parris. The three of…

James McFarland (00:00.088) Hello everyone. Well, as hard as may be to believe we are already at the end of January, 2026. And this is our first episode of the long and the shorter. Thank you for joining us. My name is James McFarland. I’m joined by Charles Scavone and Chris Paris. We represent the…

James McFarland (00:00.684) Hey everyone, welcome to the December 2025 episode of The Long and the Short of It, where the investment team at Oak Harvest recaps the last month for Oak Harvest’s long short hedged equity mutual fund, OHFGX. I am James McFarland here with Chris Parris and Charles Scavone. The three of us…

James McFarland (00:00.12) Hello and welcome to the November 2025 episode of The Long and the Short of It, where the investment team at Oak Harvest recaps the last month for Oak Harvest’s long short hedged equity mutual fund, OHFGX. I am James McFarland here with Chris Parris and Charles Scavone. We make up three…

James McFarland (00:00.13) Hello and welcome to October 2025’s episode of The Long and the Short of It, where the investment team at Oak Harvest recaps the last month for the Oak Harvest Long Short Hedged Equity Mutual Fund, OHFGX. I am James McFarland here with Chris Paris and Charles Scavone. The three of us…

Hello and welcome to September 2025 episode of The Long and the Short of It, where the investment team at Oak Harvest recaps the last month for the Oak Harvest. Long, short, hedged equity mutual fund FDX. My name is James MacFarland, here with Chris Perras and Charles Scavone, as always. And the three of…

Hi, and welcome to the August 2025 episode of The Long and The Short of It, our monthly update video for the Oak Harvest Long Short Hedged Equity Mutual Fund (FDX).My name is James MacFarlane, joined by Chris Paris and Charles Schiavone. The three of us represent the portfolio management team.For additional information, visit www.oakharvestfunds.com…