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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 access institutional fund solutions built to align with your organization’s investment strategy.

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2025 Second Quarter Market Commentary

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2025 First Quarter Market Commentary

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Beyond AI – Part 1

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