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Black Oak Emerging Technology Fund Stock AnalysisComprehensive stock analysis for Black Oak Emerging Technology Fund (BOGSX) including live price, Snowflake performance metrics, financial statements, and investment research.Stock AnalysisBOGSX
BOGSX
Black Oak Emerging Technology Fund
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BOGSX
Home🔹Stocks🔹Black Oak Emerging Technology Fund

Black Oak Emerging Technology Fund

BOGSX•NASDAQ

Black Oak Emerging Technology Fund

BOGSX•NASDAQ
Market cap
$80.23M
Sentiment

Your view on BOGSX

Mkt Cap
$80.23M
Sentiment
Your view
BOGSX
Black Oak Emerging Technology Fund
  • Company Overview
  • FRC Research
  • Financial Data
  • Peer Comparison
  • Ownership & News
BOGSX
Company Overview

Overview

What the company does, where it operates, and who runs it.

About Black Oak Emerging Technology Fund

Industry
Asset Management
Sector
Financial Services
CEO
Not available
Headquarters
225 Pictoria Drive, Suite 450, Cincinnati, OH, US
Industry
Asset Management
Sector
Financial Services
CEO
Not available
Headquarters
225 Pictoria Drive, Suite 450, Cincinnati, OH, US
Description

The fund will invest at least 80% of its net assets, under normal circumstances, in equity securities of emerging technology companies, as determined by the Adviser. It invests primarily in common stocks of companies that the Adviser considers to be well-positioned to become market leaders among "emerging" technology companies.

FRC Research

Media

Infographics, videos, and posts covering the company.

Financial Data

Stock Data

Price chart, volume, and trading data.

Fair Value

What FRC thinks the stock is worth vs. the current price.

FRC's fair value estimate for Black Oak Emerging Technology Fund, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.

Financial Ratios

Profitability, returns, valuation, and leverage ratios.

Valuation, profitability, liquidity and leverage ratios for Black Oak Emerging Technology Fund. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.

Dividend Analysis

Yield, payout ratio, and dividend coverage metrics.

Dividend history, yield and payout sustainability for Black Oak Emerging Technology Fund. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.

Earnings Analysis

EPS history, beat rate, and upcoming earnings reports.

Reported vs. expected earnings history for Black Oak Emerging Technology Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.

Financial Statements

Income statement, balance sheet, and cash flow statements.

Income statement, balance sheet and cash flow history for Black Oak Emerging Technology Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.

Peer Comparison

Comparables

List of peer companies in the same industry.

Black Oak Emerging Technology Fund valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.

Ownership & News

Institutional Ownership

Which funds and firms own the stock.

Which institutions hold Black Oak Emerging Technology Fund, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.

Insider Trading

Recent buying and selling by company executives.

Buying and selling by Black Oak Emerging Technology Fund executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.

Senate Trading

U.S. Senator disclosures filed under the STOCK Act.

U.S. Senate disclosures naming Black Oak Emerging Technology Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.

House Trading

U.S. Representative disclosures filed under the STOCK Act.

U.S. House of Representatives disclosures naming Black Oak Emerging Technology Fund. Representatives' reported transactions in this security, shown next to the company's fundamentals.

News

Latest headlines and market coverage.

Latest headlines and company announcements for Black Oak Emerging Technology Fund. Press releases and market coverage, newest first.

News

Latest Market News