The Oak Associates Funds are managed by Oak Associates, ltd., a nationally recognized growth equity investment advisor. Founded in 1985, Oak Associates has managed quality growth portfolios for national endowments, public pension plans and private clients for over 25 years. The firm’s first two mutual funds were opened in 1992, followed by the introduction of five additional funds over the next several years. Oak Associates’ success is a result of our portfolio managers’ experience, the conviction to concentrate portfolios in key growth areas, diligent research, and an unwavering focus on long-term performance.
We take very seriously the trust that our clients and shareholders place with us. It is worth noting that employees, friends and family of Oak Associates are among the largest shareholders in the Funds. As fellow shareholders, we have a vested interest in ensuring that the highest standards are maintained and that the portfolios are positioned for future growth.
Our investment Approach...
We begin by analyzing key global economic factors. Then, we determine which specific sectors will benefit from emerging trends.
We believe that investing is an art, not a science. Therefore, we employ qualitative analysis based on the fundamental characteristics of individual securities.
We take a buy-and-hold approach to investing. We don’t confuse motion with progress. Because this style requires patience, we generally buy securities with a long-term time horizon, resulting in relatively low portfolio turnover.
In evaluating potential investment opportunities, our research team takes a hands-on approach that includes visits to company locations and discussions with company management.
We believe that in order to outperform the broad markets, it is important to concentrate on our best ideas and remain focused on our core-growth discipline.
Oak Associates Funds include seven no-load equity mutual funds, available to institutions, retirement plans, investment professionals, and individual investors.
Oak Associates Funds >>
Oak Associates offers separately managed accounts to institutions and high net worth investors.
Oak Separately Managed Accounts >>
Separately managed accounts and related investment advisory services are provided by Oak Associates, ltd., a federally registered investment adviser. ALPS Distributors, Inc., is not affiliated with Oak Associates, ltd.