Dual-Concentrated Investing Designed For The Long-Term
Oak Associates is an investment management firm with over 40 years of experience specializing in U.S. equity strategies guided by our philosophy of remaining long-term, concentrated and fully invested.
Invest with Oak
Oak Associates builds domestic U.S. equity portfolios that follow the firm’s tradition of selective, dual-concentrated investing. We offer Mutual Funds, SMAs and Institutional Accounts for individual investors, advisors and institutions.
Click below to discover mutual funds and separately managed accounts tailored to meet your clients’ unique needs.
Our Philosophy
We engage in long-term fundamental analysis to uncover our highest conviction sectors and holdings fueled by multiple drivers of growth. Our dual-concentrated philosophy utilizes a top-down research approach to identify favorable sectors, combined with bottom-up analysis that finds the most attractive stock within those sectors.
INVEST
for the long-term
CONCENTRATE
on our best ideas
REMAIN
fully invested
STAY INDEPENDENT
of the index
News & Insights
Get the latest news, perspectives and commentary from the Oak team.
Contact
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