{"id":4,"date":"2018-05-08T03:34:12","date_gmt":"2018-05-08T03:34:12","guid":{"rendered":"https:\/\/runningoak1.wpengine.com\/?page_id=4"},"modified":"2026-04-09T16:04:40","modified_gmt":"2026-04-09T16:04:40","slug":"home","status":"publish","type":"page","link":"https:\/\/runningoak.com\/","title":{"rendered":"Homepage"},"content":{"rendered":"    <section id=\"hero-home\"\n             class=\"hero-homepage --parallax\"\n             style=\"background-image:url(https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/hero_background.jpg);\">\n        <div class=\"hero-homepage__container\">\n            <div class=\"hero-homepage__wrapper\">\n                                    <span class=\"hero-homepage__eyebrow\"\n                          data-aos=\"fade-in\"\n                          data-aos-delay=\"50\">Rebelliously thoughtful for over<\/span>\n                \n                                    <h1 class=\"hero-homepage__heading\"\n                        data-aos=\"fade-in\"\n                        data-aos-delay=\"200\">40 Years<\/h1>\n                \n                                    <div class=\"hero-homepage__scroller\"\n                            data-aos=\"fade-in\"\n                            data-aos-delay=\"300\">\n                        Why Invest                        <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/scroller-arrow.svg\"\n                             class=\"hero-homepage__scroller-img\"\n                             alt=\"http:\/\/Scroller%20Arrow\" \/>\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"growth\"\n             class=\"growth\"\n             style=\"background-image:url(https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/growth-background.jpg);\">\n        <div class=\"growth__container\">\n            <div class=\"growth__wrapper\">\n                                    <h1 class=\"growth__heading\"\n                        data-aos=\"fade-in\"\n                        data-aos-delay=\"125\">Our Efficient Growth Strategy Has Outpaced Decades of Ups and Downs<\/h1>\n                \n                <div class=\"growth__columns\">\n                    <div class=\"growth__column --image\">\n                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/growth-thumbnail.png\"\n                                 class=\"growth__thumbnail\"\n                                 alt=\"http:\/\/Growth%20Section%20Thumbnail\"\n                                 data-aos=\"fade-in\"\n                                 data-aos-delay=\"150\" \/>\n                                            <\/div>\n                    <div class=\"growth__column\">\n                                                    <ul class=\"growth__bullets\">\n                                                                    <li class=\"growth__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"250\">\n                                        <strong>Opportune:<\/strong> A little known &#8211; yet very large &#8211; hole exists in the typical equity portfolio, precisely where the most attractive risk\/reward asymmetry currently lies. Efficient Growth fills that hole &#8211; and opportunity &#8211; like few portfolios do.                                    <\/li>\n                                                                    <li class=\"growth__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"350\">\n                                        Since inception, Efficient Growth has provided\u00a0<strong>10%\u00a0more<\/strong>\u00a0return than the S&#038;P 500 Equal Weight Index given the same level of downside risk, gross of fees (Ulcer Performance Index).                                     <\/li>\n                                                            <\/ul>\n                                            <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"investing\"\n             class=\"investing\"\n             style=\"background-color:#043971;\">\n        <div class=\"investing__container\">\n            <div class=\"investing__wrapper\">\n                                    <h1 class=\"investing__heading\"\n                        data-aos=\"fade-in\"\n                        data-aos-delay=\"300\">Risk vs. Return, Gross (Sept 2013 &#8211; Mar 2026)<\/h1>\n                                <div class=\"investing__columns\">\n                    <div class=\"investing__column --image\"\n                         data-aos=\"fade-in\"\n                         data-aos-delay=\"300\">\n                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2026\/04\/RiskReturn-scatter-Q126.png\"\n                                 class=\"hero-homepage__thumbnail\"\n                                 alt=\"\" \/>\n                                            <\/div>\n                    <div class=\"investing__column\">\n                                                    <div class=\"investing__bullet-groups\">\n                                                                    <div class=\"investing__bullet-group\">\n                                                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/investing-shape.svg\"\n                                                 class=\"investing__bullets-artifact\"\n                                                 alt=\"http:\/\/Investing%20Artifact%20Shape\"\n                                                 data-aos=\"fade-in\"\n                                                 data-aos-delay=\"200\" \/>\n                                        \n                                                                                <span class=\"investing__bullets-heading\"\n                                              data-aos=\"fade-in\"\n                                              data-aos-delay=\"225\">Differentiated Approach and Construction<\/span>\n                                        \n                                                                                    <ul class=\"investing__bullets\">\n                                                                                                    <li class=\"investing__bullet\"\n                                                        data-aos=\"fade-in\"\n                                                        data-aos-delay=\"350\">\n                                                        Mid Cap stocks are at their cheapest in 25 years relative to Large. Efficient Growth provides significant Mid Cap exposure.                                                    <\/li>\n                                                                                                    <li class=\"investing__bullet\"\n                                                        data-aos=\"fade-in\"\n                                                        data-aos-delay=\"450\">\n                                                        Efficient Growth is built upon 3 longstanding, common sense principles: seek earnings growth, avoid overvalued companies, focus on minimizing downside risk.                                                    <\/li>\n                                                                                                    <li class=\"investing__bullet\"\n                                                        data-aos=\"fade-in\"\n                                                        data-aos-delay=\"550\">\n                                                        Running Oak utilizes a highly disciplined, rules-based process, resulting in a portfolio that is reliable, repeatable, and unemotional.                                                    <\/li>\n                                                                                            <\/ul>\n                                                                            <\/div>\n                                                                    <div class=\"investing__bullet-group\">\n                                                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/investing-shape.svg\"\n                                                 class=\"investing__bullets-artifact\"\n                                                 alt=\"http:\/\/Investing%20Artifact%20Shape\"\n                                                 data-aos=\"fade-in\"\n                                                 data-aos-delay=\"300\" \/>\n                                        \n                                                                                <span class=\"investing__bullets-heading\"\n                                              data-aos=\"fade-in\"\n                                              data-aos-delay=\"325\">How To Invest<\/span>\n                                        \n                                                                                    <ul class=\"investing__bullets\">\n                                                                                                    <li class=\"investing__bullet\"\n                                                        data-aos=\"fade-in\"\n                                                        data-aos-delay=\"450\">\n                                                        Efficient Growth is currently available as an SMA and ETF (for more information on our ETF, please visit <a href=\"https:\/\/www.runningoaketfs.com\/\" target=\"_blank\">runningoaketfs.com<\/a>).                                                    <\/li>\n                                                                                            <\/ul>\n                                                                            <\/div>\n                                                            <\/div>\n                                            <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"rules\"\n             class=\"rules\"\n             style=\"background-color:#0d4831;\">\n        <div class=\"rules__background-graphic\"\n             data-aos=\"fade-in\"\n             data-aos-delay=\"300\"\n             style=\"background-image:url('https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/rules-background-graphic.png');\"><\/div>\n        <div class=\"rules__container\">\n            <div class=\"rules__wrapper\">\n                                    <h1 class=\"rules__heading\"\n                        data-aos=\"fade-in\"\n                        data-aos-delay=\"125\">Rules Are Meant To Be Invested In\u2014Especially When They&#039;re This Time-Tested<\/h1>\n                \n                                    <div class=\"rules__columns\">\n                        <div class=\"rules__column --empty\">\n                        <\/div>\n                        <div class=\"rules__column\">\n                            <p class=\"rules__description\"\n                               data-aos=\"fade-in\"\n                               data-aos-delay=\"150\">Using our time-tested core philosophy developed over four decades, Running Oak Capital is focused on outperforming the S&#038;P 500 over a full economic cycle with less downside risk. We apply a principled, rules-based approach that seeks to overcome the limitations of human judgement and delivers strong risk-adjusted returns by focusing on quality growth companies that are undervalued by the market.<br \/>\r\n<br \/>\r\nUltimately, we endeavor to achieve outcomes that our clients can rely on across all market cycles.<\/p>\n                        <\/div>\n                    <\/div>\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"timeline\"\n             class=\"timeline\"\n             style=\"background-color:#F1FFD8;\">\n        <div class=\"timeline__container\">\n            <div class=\"timeline__wrapper\">\n                <div class=\"timeline__introduction\">\n                                            <h1 class=\"timeline__heading\"\n                            data-aos=\"fade-in\"\n                            data-aos-delay=\"125\">Fortune Favors The Thoughtful<\/h1>\n                    \n                                            <p class=\"timeline__description\"\n                           data-aos=\"fade-in\"\n                           data-aos-delay=\"150\">Running Oak is founded upon the proven Efficient Growth strategy, pioneered by Gary Cogswell<\/p>\n                                    <\/div>\n\n                                    <div class=\"timeline__graphic\"\n                         data-aos=\"fade-in\"\n                         data-aos-delay=\"175\">\n                        <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/timeline-graphic.png\"\n                             class=\"hero-homepage__graphic\"\n                             alt=\"http:\/\/Timeline%20Graphic\" \/>\n                    <\/div>\n                \n                                    <div class=\"timeline__items\">\n                                                    <div class=\"timeline__item\">\n                                <h3 class=\"timeline__item-heading\"\n                                    data-aos=\"ffade-in\"\n                                    data-aos-delay=\"250\">Mid 1970s<\/h3>\n                                <p class=\"timeline__item-description\"\n                                   data-aos=\"fade-in\"\n                                   data-aos-delay=\"275\">As a senior analyst, Gary Cogswell recognized that funds consistently failed to outperform benchmarks, primarily because of limited human decision-making and the shortcomings of traditional discounted cash flow analysis.<\/p>\n                            <\/div>\n                                                    <div class=\"timeline__item\">\n                                <h3 class=\"timeline__item-heading\"\n                                    data-aos=\"ffade-in\"\n                                    data-aos-delay=\"350\">1976<\/h3>\n                                <p class=\"timeline__item-description\"\n                                   data-aos=\"fade-in\"\n                                   data-aos-delay=\"375\">Developed a unique relative valuation methodology, a key element of the Efficient Growth investment process.<\/p>\n                            <\/div>\n                                                    <div class=\"timeline__item\">\n                                <h3 class=\"timeline__item-heading\"\n                                    data-aos=\"ffade-in\"\n                                    data-aos-delay=\"450\">1976 \u2013 1987<\/h3>\n                                <p class=\"timeline__item-description\"\n                                   data-aos=\"fade-in\"\n                                   data-aos-delay=\"475\">Pioneered the rules-based Efficient Growth strategy &#8211; engineered to overcome human bias and capitalize on self-evident factors to identify undervalued growth.<\/p>\n                            <\/div>\n                                                    <div class=\"timeline__item\">\n                                <h3 class=\"timeline__item-heading\"\n                                    data-aos=\"ffade-in\"\n                                    data-aos-delay=\"550\">2013<\/h3>\n                                <p class=\"timeline__item-description\"\n                                   data-aos=\"fade-in\"\n                                   data-aos-delay=\"575\">Seth Cogswell formed Running Oak to harness the strategy\u2019s potential for individual and institutional investors.<\/p>\n                            <\/div>\n                                                    <div class=\"timeline__item\">\n                                <h3 class=\"timeline__item-heading\"\n                                    data-aos=\"ffade-in\"\n                                    data-aos-delay=\"650\">2023<\/h3>\n                                <p class=\"timeline__item-description\"\n                                   data-aos=\"fade-in\"\n                                   data-aos-delay=\"675\">Launch of our ETF, listed on NASDAQ.<\/p>\n                            <\/div>\n                                            <\/div>\n                \n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"spotlight\"\n             class=\"spotlight\"\n             style=\"background-image:url(https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/spotlight-background.jpg);\">\n        <div class=\"spotlight__container\">\n            <div class=\"spotlight__wrapper\">\n                                    <h3 class=\"spotlight__heading\"\n                        data-aos=\"fade-in\"\n                        data-aos-delay=\"100\">\n                                                    An Accomplished Management Team&nbsp;<span class=\"--highlight\"> <\/span>\n                                            <\/h3>\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"team\"\n             class=\"team\"\n             style=\"background-color:#FFFFFF;\">\n        <div class=\"team__container\">\n            <div class=\"team__wrapper\">\n                <div class=\"team__rows\">\n                    <div class=\"team__row --content\">\n                                                    <h1 class=\"team__heading\"\n                                data-aos=\"fade-in\"\n                                data-aos-delay=\"300\">A Family Business With A Focus on Fundamentals<\/h1>\n                                            <\/div>\n                    <div class=\"team__rows\">\n                                                    <article class=\"team__cards\">\n                                                                    <div class=\"team__card\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"250\">\n                                                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/portrait-seth-cogswell.png\"\n                                                 class=\"team__card-portrait\"\n                                                 alt=\"http:\/\/Portrait%20of%20Seth%20Cogswell\"\n                                                 data-aos=\"fade-in\"\n                                                 data-aos-delay=\"150\" \/>\n                                        \n                                                                                    <span class=\"team__card-name\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"225\">\n                                                Seth L. Cogswell                                            <\/span>\n                                        \n                                                                                    <span class=\"team__card-title\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"225\">\n                                                Founding Partner and Portfolio Manager                                            <\/span>\n                                        \n                                                                                    <p class=\"team__card-biography\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"225\">\n                                                20+ years of industry experience and Running Oak Founder<br \/>\r\n<br \/>\r\nSeth is the Managing Partner and Founder of Running Oak Capital. He is Co-Portfolio Manager of Efficient Growth. Prior to founding Running Oak, Seth was a trader and portfolio manager of the Trillium Multi Horizon Fund, a multi-strategy long\/short hedge fund.<br \/>\r\n<br \/>\r\nSeth received his MBA from The Wharton School for which he was a recipient of the Goldman Sachs H.R. Young Scholarship. He received his undergraduate degree in Decision Making Sciences\/Operations Research from the University of North Carolina.                                            <\/p>\n                                                                            <\/div>\n                                                                    <div class=\"team__card\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"350\">\n                                                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/portrait-jeff-broders.png\"\n                                                 class=\"team__card-portrait\"\n                                                 alt=\"http:\/\/Portrait%20of%20Jeff%20Broders\"\n                                                 data-aos=\"fade-in\"\n                                                 data-aos-delay=\"150\" \/>\n                                        \n                                                                                    <span class=\"team__card-name\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"325\">\n                                                Jeff Broders, CFA                                            <\/span>\n                                        \n                                                                                    <span class=\"team__card-title\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"325\">\n                                                Chief Operating Officer, Chief Compliance Officer                                            <\/span>\n                                        \n                                                                                    <p class=\"team__card-biography\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"325\">\n                                                15+ years of industry experience<br \/>\r\n<br \/>\r\nJeff is the Chief Operating Officer and Chief Compliance Officer of Running Oak Capital. Prior to joining Running Oak in September 2021, Jeff was the head of US Product Strategy &#038; Development for Principal Global Investors, a multi-boutique investment management firm.<br \/>\r\n<br \/>\r\nJeff is a CFA\u00ae charterholder. He received a Master of Financial Management degree from Drake University and his BA degree from the University of Northern Iowa.                                            <\/p>\n                                                                            <\/div>\n                                                                    <div class=\"team__card\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"450\">\n                                                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/portrait-gary-cogswell.png\"\n                                                 class=\"team__card-portrait\"\n                                                 alt=\"http:\/\/Portrait%20of%20Gary%20Cogswell\"\n                                                 data-aos=\"fade-in\"\n                                                 data-aos-delay=\"150\" \/>\n                                        \n                                                                                    <span class=\"team__card-name\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"425\">\n                                                Gary F. Cogswell, CFA                                            <\/span>\n                                        \n                                                                                    <span class=\"team__card-title\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"425\">\n                                                Portfolio Manager                                            <\/span>\n                                        \n                                                                                    <p class=\"team__card-biography\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"425\">\n                                                40+ years of experience and creator of our core Efficient Growth philosophy<br \/>\r\nGary is the primary architect of the Efficient Growth style of equity management, a philosophy he developed in the late 1970s and has been managing ever since. Gary serves as Co-Portfolio Manager of Running Oak\u2019s Efficient Growth Portfolio.<br \/>\r\n<br \/>\r\nGary began his career at Wachovia Bank where he was later a Senior Equity Analyst. Following Wachovia, he served as Investment Department Manager and Portfolio Manager for Huntington National Bank. He was later appointed to Director of Research for Boys, Arnold and Company. Gary is a CFA holder, and received both his MBA and BS degrees from Miami University in Oxford, Ohio.                                            <\/p>\n                                                                            <\/div>\n                                                                    <div class=\"team__card\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"550\">\n                                                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/portrait-jena-cogswell.png\"\n                                                 class=\"team__card-portrait\"\n                                                 alt=\"http:\/\/Portrait%20of%20Jena%20Cogswell\"\n                                                 data-aos=\"fade-in\"\n                                                 data-aos-delay=\"150\" \/>\n                                        \n                                                                                    <span class=\"team__card-name\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"525\">\n                                                Jena Cogswell                                            <\/span>\n                                        \n                                                                                    <span class=\"team__card-title\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"525\">\n                                                Head of Marketing                                            <\/span>\n                                        \n                                                                                    <p class=\"team__card-biography\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"525\">\n                                                20 years of industry experience<br \/>\r\n<br \/>\r\nPrior to joining Running Oak in December 2024, Jena was the Chief Marketing Officer at Bell Bank. Jena began her career at Goldman Sachs Asset Management as a Financial Analyst in New York City. She has also held strategic roles at JP Morgan, Providence Equity Partners and Principal Asset Management. Jena received her BA degree in Communication Studies from the University of North Carolina.                                            <\/p>\n                                                                            <\/div>\n                                                            <\/article>\n                                            <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"partners\"\n             class=\"partners\"\n             style=\"background-color:#F1FFD8;\">\n        <div class=\"partners__container\">\n            <div class=\"partners__wrapper\">\n                <div class=\"partners__columns\">\n                    <div class=\"partners__column --content\"\n                         data-aos=\"fade-in\"\n                         data-aos-delay=\"300\">\n                                                    <h1 class=\"partners__heading\"\n                                data-aos=\"fade-in\"\n                                data-aos-delay=\"300\">Our Partners Help Us Find Opportunity Along The Road Less Traded<\/h1>\n                        \n                                                    <img decoding=\"async\" src=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/partners-thumbnail.png\"\n                                 class=\"partners__thumbnail\"\n                                 alt=\"http:\/\/Partners%20Section%20Thumbnail\" \/>\n                                            <\/div>\n                    <div class=\"partners__column\">\n                                                    <ul class=\"partners__bullets\">\n                                                                    <li class=\"partners__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"250\">\n                                                                                    <span class=\"partners__bullet-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"225\">Palmetto Advisory Group<\/span>\n                                        \n                                                                                    <span>Due diligence and marketing firm, founded in 2008.<\/span>\n                                                                            <\/li>\n                                                                    <li class=\"partners__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"350\">\n                                                                                    <span class=\"partners__bullet-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"325\">Alternative Core Solutions<\/span>\n                                        \n                                                                                    <span>Highly skilled marketing professionals helping clients implement unique investment philosophies.<\/span>\n                                                                            <\/li>\n                                                                    <li class=\"partners__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"450\">\n                                                                                    <span class=\"partners__bullet-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"425\">Advyzon<\/span>\n                                        \n                                                                                    <span>Platform management partner enabling Running Oak to provide exceptional service for a large number of clients<\/span>\n                                                                            <\/li>\n                                                                    <li class=\"partners__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"550\">\n                                                                                    <span class=\"partners__bullet-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"525\">ACA Compliance<\/span>\n                                        \n                                                                                    <span>Group GIPS compliance verification and investment performance services<\/span>\n                                                                            <\/li>\n                                                                    <li class=\"partners__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"650\">\n                                                                                    <span class=\"partners__bullet-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"625\">Cerulean Securities Compliance, LLC<\/span>\n                                        \n                                                                                    <span>Professional compliance consulting<\/span>\n                                                                            <\/li>\n                                                                    <li class=\"partners__bullet\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"750\">\n                                                                                    <span class=\"partners__bullet-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"725\">Brightflow Technologies<\/span>\n                                        \n                                                                                    <span>Managed IT and cyber security<\/span>\n                                                                            <\/li>\n                                                            <\/ul>\n                                            <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"disciplined\"\n             class=\"disciplined\"\n             style=\"background-image:url(https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/disciplined-background.jpg);\">\n        <div class=\"disciplined__container\">\n            <div class=\"disciplined__wrapper\">\n                <div class=\"disciplined__columns\">\n                    <div class=\"disciplined__column --content\">\n                                                    <h1 class=\"disciplined__heading\"\n                                data-aos=\"fade-in\"\n                                data-aos-delay=\"125\">A Disciplined Approach Designed To <strong>Outperform The S&#038;P 500<\/strong><\/h1>\n                        \n                                                    <p class=\"disciplined__description\"\n                                data-aos=\"fade-in\"\n                                data-aos-delay=\"200\">Driven by our proven Efficient Growth equity management style, Running Oak&#8217;s strategy is designed with a specific outcome in mind: to outperform the S&#038;P 500 over a full economic cycle and do so with meaningfully less risk.<br \/>\r\n<br \/>\r\nOur disciplined rules-based approach does not rely on human discretion and objectively manages volatility and captures opportunities. Executed with consistency since the 1980s, our time-tested strategy offers investors a repeatable wealth-accumulation strategy and peace of mind through all markets.<\/p>\n                                            <\/div>\n                    <div class=\"disciplined__column\"><\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"success\"\n             class=\"success\"\n             style=\"background-color:#043971;\">\n        <div class=\"success__container\">\n            <div class=\"success__wrapper\">\n                <div class=\"success__rows\">\n                    <div class=\"success__row --content\">\n                                                    <h1 class=\"success__heading\"\n                                data-aos=\"fade-in\"\n                                data-aos-delay=\"150\">Our Success Is Founded On Three Simple, Dependable, and Thoughtful Principles<\/h1>\n                        \n                                            <\/div>\n                    <div class=\"success__row\">\n                                                    <article class=\"success__callouts\">\n                                                                    <div class=\"success__callout\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"250\">\n                                                                                    <span class=\"success__callout-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"225\">Seek earnings growth<\/span>\n                                        \n                                                                                    <span>Above-average earnings growth can be expected to result in above-average price performance.<\/span>\n                                                                            <\/div>\n                                                                    <div class=\"success__callout\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"350\">\n                                                                                    <span class=\"success__callout-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"325\">Avoid overvalued companies<\/span>\n                                        \n                                                                                    <span>Never overpay. Paying more than an asset is worth will surely lessen returns.<\/span>\n                                                                            <\/div>\n                                                                    <div class=\"success__callout\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"450\">\n                                                                                    <span class=\"success__callout-heading\"\n                                                  data-aos=\"fade-in\"\n                                                  data-aos-delay=\"425\">Focus on minimizing risk<\/span>\n                                        \n                                                                                    <span>There&#8217;s a cost to volatility. Mitigate drawdowns and achieve higher cumulative returns.<\/span>\n                                                                            <\/div>\n                                                            <\/article>\n                                            <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"callouts\"\n             class=\"callouts\"\n             style=\"background-color:#f1ffd8;\">\n        <div class=\"callouts__container\">\n            <div class=\"callouts__wrapper\">\n                                    <div class=\"callouts__bullet-groups\">\n                                                    <div class=\"callouts__bullet-group\">\n                                                                    <span class=\"callouts__bullets-heading\"\n                                          data-aos=\"fade-in\"\n                                          data-aos-delay=\"225\">Efficient Growth Is A Common Sense Strategy That Avoids Risk<\/span>\n                                \n                                                                    <ul class=\"callouts__bullets\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"325\">\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"350\">\n                                                <strong>Rules-based investment process<\/strong>, promotes discipline and objectivity, eliminating emotion from the investment management process.                                             <\/li>\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"450\">\n                                                <strong>Time-tested<\/strong>, Efficient Growth has been executed for over 30 years and through multiple economic cycles.                                             <\/li>\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"550\">\n                                                <strong>Available as an ETF<\/strong> &#8211; visit <a href=\"http:\/\/www.runningoaketfs.com\/\" target=\"_blank\">www.runningoaketfs.com<\/a> for more information.                                            <\/li>\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"650\">\n                                                <strong>Available in separately managed accounts,<\/strong> offering full transparency, daily liquidity, lower expenses and greater control over taxes.                                             <\/li>\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"750\">\n                                                <strong>Currently Available on these platforms:<\/strong> Schwab, Fidelity, Envestnet, RBC, SmartX, Mutual Advisors, Interactive Brokers, Osaic, and others                                            <\/li>\n                                                                            <\/ul>\n                                                            <\/div>\n                                                    <div class=\"callouts__bullet-group\">\n                                                                    <span class=\"callouts__bullets-heading\"\n                                          data-aos=\"fade-in\"\n                                          data-aos-delay=\"325\">Efficient Growth&#039;s Rules-Based Prudence Has Outperformed Since Inception<\/span>\n                                \n                                                                    <ul class=\"callouts__bullets\"\n                                        data-aos=\"fade-in\"\n                                        data-aos-delay=\"425\">\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"450\">\n                                                As of March 31, Efficient Growth had <strong>outperformed<\/strong> the S&#038;P 500 Equal Weight Index by <strong>0.59<\/strong>%, annualized and gross of fees.*                                            <\/li>\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"550\">\n                                                Despite a historically poor environment for a disciplined, risk-focused strategy, Efficient Growth has still outperformed.* Few outperform when in favor. Efficient Growth outperformed when historically out of favor.*                                            <\/li>\n                                                                                    <li class=\"callouts__bullet\"\n                                                data-aos=\"fade-in\"\n                                                data-aos-delay=\"650\">\n                                                Efficient Growth has provided 10% more return than the S&#038;P 500 Equal Weight Index, given the same level of downside risk, gross of fees (Ulcer Performance Index).*                                            <\/li>\n                                                                            <\/ul>\n                                                            <\/div>\n                                            <\/div>\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"fact-data\"\n             class=\"fact-data\"\n             style=\"background-color:#FFFFFF;\">\n        <div class=\"fact-data__container\">\n            <div class=\"fact-data__wrapper\">\n                                    <img decoding=\"async\" src=\"\"\n                         class=\"fact-data__graphic no-lazy\"\n                         data-image-desktop=\"https:\/\/runningoak.com\/wp-content\/uploads\/2026\/04\/03.31.2026-perf-desktop-scaled.png\"\n                         data-image-mobile=\"https:\/\/runningoak.com\/wp-content\/uploads\/2026\/04\/03.31.2026-perf-mobile.png\"\n                         alt=\"\"\n                         data-aos=\"fade-in\"\n                         data-aos-delay=\"100\" \/>\n                \n                <div class=\"fact-data__columns\">\n                    <div class=\"fact-data__column --link\"\n                         data-aos=\"fade-in\"\n                         data-aos-delay=\"200\">\n                                                    <a href=\"https:\/\/runningoak.com\/wp-content\/uploads\/2026\/04\/Running-Oak-EG-Fact-Sheet-Mar-2026.pdf\"\n                               class=\"fact-data__link\"\n                               target=\"_self\">> Download Factsheet<\/a>\n                                            <\/div>\n                    <div class=\"fact-data__column\"\n                         data-aos=\"fade-in\"\n                         data-aos-delay=\"300\">\n                        <p class=\"fact-data__notation-text\">* Since inception: as of March 31, 2026.\u2028Net performance reflects a management fee of 0.5%. In the event this strategy is offered within a third party\u2019s wrap program, the net performance shown here may be further reduced by an additional amount equal to the fees charged by the third party. For example, if the third-party charges 2% for their wrap program, net performance would be reduced by both the 0.50% fee to Running Oak Capital as well as the 2% charged by the third party (total of 2.50%). Past performance is not indicative of future performance.<\/p>\n                    <\/div>\n                <\/div>\n            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"spotlight\"\n             class=\"spotlight\"\n             style=\"background-image:url(https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/spotlight-background.jpg);\">\n        <div class=\"spotlight__container\">\n            <div class=\"spotlight__wrapper\">\n                                    <h3 class=\"spotlight__heading\"\n                        data-aos=\"fade-in\"\n                        data-aos-delay=\"100\">\n                                                    Our Conviction &amp; Discipline&nbsp;<span class=\"--highlight\">Have Stood The Test of Time<\/span>\n                                            <\/h3>\n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"read-more\"\n             class=\"read-more\"\n             style=\"background-color:#0d4831;\">\n        <div class=\"read-more__container\">\n            <div class=\"read-more__wrapper\">\n                <div class=\"read-more__introduction\">\n                                            <h1 class=\"read-more__heading\"\n                            data-aos=\"fade-in\"\n                            data-aos-delay=\"125\">Click Below To Read More About Thoughtful Investing Against Potentially Reckless Trends<\/h1>\n                    \n                                            <div class=\"read-more__description\"\n                            data-aos=\"fade-in\"\n                            data-aos-delay=\"125\"><p>For a more compreshensive collection of our most recent letters on NASDAQ, visit our <a href=\"https:\/\/www.nasdaq.com\/authors\/running-oak-capital\" target=\"_blank\" rel=\"noopener\">author page<\/a>.<\/p>\n<\/div>\n                                    <\/div>\n\n                                    <div class=\"read-more__articles\">\n                                                    <article class=\"read-more__article\"\n                                     data-thumbnail=\"false\"\n                                                                     data-background=\"lime-green\"\n                                                                     data-aos=\"fade-in\"\n                                     data-aos-delay=\"125\">\n\n                                                                    <h3 class=\"read-more__article-title\">05\/30\/25<\/h3>\n                                \n                                                                    <p class=\"read-more__article-excerpt\">Invest Where Others Aren\u2019t: Maximize Gains, Minimize Risks<\/p>\n                                \n                                <div class=\"read-more__article-bottom\">\n                                                                            <a href=\"https:\/\/www.youtube.com\/watch?v=xNJ6tK4jNgQ\"\n                                           class=\"read-more__article-link\"\n                                           title=\"Watch Now\"\n                                           target=\"_blank\">\n                                            Watch Now                                        <\/a>\n                                    \n                                                                            <span class=\"read-more__article-label\">Video<\/span>\n                                                                    <\/div>\n                            <\/article>\n                                                    <article class=\"read-more__article\"\n                                     data-thumbnail=\"false\"\n                                                                     data-background=\"orange\"\n                                                                     data-aos=\"fade-in\"\n                                     data-aos-delay=\"225\">\n\n                                                                    <h3 class=\"read-more__article-title\">05\/23\/25<\/h3>\n                                \n                                                                    <p class=\"read-more__article-excerpt\">If You Ain&#039;t First, Yer Last<\/p>\n                                \n                                <div class=\"read-more__article-bottom\">\n                                                                            <a href=\"https:\/\/www.nasdaq.com\/articles\/if-you-aint-first-yer-last\"\n                                           class=\"read-more__article-link\"\n                                           title=\"Read More\"\n                                           target=\"_blank\">\n                                            Read More                                        <\/a>\n                                    \n                                                                            <span class=\"read-more__article-label\">Newsletter<\/span>\n                                                                    <\/div>\n                            <\/article>\n                                                    <article class=\"read-more__article\"\n                                     data-thumbnail=\"false\"\n                                                                     data-background=\"blue-light\"\n                                                                     data-aos=\"fade-in\"\n                                     data-aos-delay=\"325\">\n\n                                                                    <h3 class=\"read-more__article-title\">05\/22\/25<\/h3>\n                                \n                                                                    <p class=\"read-more__article-excerpt\">This Is What To Do Next In Stocks<\/p>\n                                \n                                <div class=\"read-more__article-bottom\">\n                                                                            <a href=\"https:\/\/www.youtube.com\/watch?v=PFTtFKil940\"\n                                           class=\"read-more__article-link\"\n                                           title=\"Watch Now\"\n                                           target=\"_blank\">\n                                            Watch Now                                        <\/a>\n                                    \n                                                                            <span class=\"read-more__article-label\">Video<\/span>\n                                                                    <\/div>\n                            <\/article>\n                                                    <article class=\"read-more__article\"\n                                     data-thumbnail=\"false\"\n                                                                     data-background=\"lime-green\"\n                                                                     data-aos=\"fade-in\"\n                                     data-aos-delay=\"425\">\n\n                                                                    <h3 class=\"read-more__article-title\">04\/24\/25<\/h3>\n                                \n                                                                    <p class=\"read-more__article-excerpt\">Do You Smell That?<\/p>\n                                \n                                <div class=\"read-more__article-bottom\">\n                                                                            <a href=\"https:\/\/www.nasdaq.com\/articles\/do-you-smell\"\n                                           class=\"read-more__article-link\"\n                                           title=\"Read More\"\n                                           target=\"_blank\">\n                                            Read More                                        <\/a>\n                                    \n                                                                            <span class=\"read-more__article-label\">Newsletter<\/span>\n                                                                    <\/div>\n                            <\/article>\n                                                    <article class=\"read-more__article\"\n                                     data-thumbnail=\"false\"\n                                                                     data-background=\"orange\"\n                                                                     data-aos=\"fade-in\"\n                                     data-aos-delay=\"525\">\n\n                                                                    <h3 class=\"read-more__article-title\">03\/31\/25<\/h3>\n                                \n                                                                    <p class=\"read-more__article-excerpt\">Marge O&#039;Clock<\/p>\n                                \n                                <div class=\"read-more__article-bottom\">\n                                                                            <a href=\"https:\/\/runningoak.com\/wp-content\/uploads\/2025\/05\/ROC-MARGE-OClock.pdf\"\n                                           class=\"read-more__article-link\"\n                                           title=\"ROC - MARGE O&#039;Clock\"\n                                           target=\"_self\">\n                                            Download                                        <\/a>\n                                    \n                                                                            <span class=\"read-more__article-label\">White Paper<\/span>\n                                                                    <\/div>\n                            <\/article>\n                                                    <article class=\"read-more__article\"\n                                     data-thumbnail=\"false\"\n                                                                     data-background=\"blue-light\"\n                                                                     data-aos=\"fade-in\"\n                                     data-aos-delay=\"625\">\n\n                                                                    <h3 class=\"read-more__article-title\">03\/27\/25<\/h3>\n                                \n                                                                    <p class=\"read-more__article-excerpt\">Consistently Not Stupid<\/p>\n                                \n                                <div class=\"read-more__article-bottom\">\n                                                                            <a href=\"https:\/\/www.nasdaq.com\/articles\/consistently-not-stupid\"\n                                           class=\"read-more__article-link\"\n                                           title=\"Read More\"\n                                           target=\"_blank\">\n                                            Read More                                        <\/a>\n                                    \n                                                                            <span class=\"read-more__article-label\">Newsletter<\/span>\n                                                                    <\/div>\n                            <\/article>\n                                            <\/div>\n                \n                \n                            <\/div>\n        <\/div>\n    <\/section>\n\n\n    <section id=\"contact-form\"\n             class=\"contact-form\"\n             style=\"background-color:;\">\n        <div class=\"contact-form__container\">\n            <div class=\"contact-form__wrapper\">\n                <div class=\"contact-form__columns\">\n                    <div class=\"contact-form__column --content\">\n                                                    <h1 class=\"contact-form__heading\"\n                                data-aos=\"fade-in\"\n                                data-aos-delay=\"100\">For More Information About Running Oak Capital and Our Efficient Growth Strategy, Please Contact Us<\/h1>\n                        \n                                                    <a href=\"mailto:info@runningoak.com\"\n                               class=\"contact-form__learn-more-link\"\n                               title=\"info@runningoak.com\">\n                                <span data-aos=\"fade-in\"\n                                      data-aos-delay=\"150\">\n                                    info@runningoak.com                                <\/span>\n                            <\/a>\n                        \n                                                    <img decoding=\"async\" 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