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Dual-Concentrated Strategies for the Long-Term Investor

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INSTITUTIONAL INVESTORS

By clicking “Accept” below, you agree that you have read and acknowledged the terms detailed below. You also confirm that you are an institutional investor or a consultant to institutional investors and wish to proceed.

The information on this site (us) is intended for institutional investors and consultants to institutional investors and is published for informational purposes only. The information is directed at informing persons falling within one or more of the following categories:

  • Oak Associates, ltd. institutional separate account clients
  • A government, local authority or public authority
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

The information contained on the site is in no way intended to constitute investment advice, an offer to sell, or a recommendation of any security or investment product. Investing in the stock market involves gains and losses and may not be suitable for all investors. Past performance is no guarantee of future results and holdings are subject to change.

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

Equity Institutional Strategies

Oak Large Cap Growth

Oak All Cap Growth

Oak Small Cap Growth

Sector Institutional Strategies

Oak Technology Select
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Our Philosophy

We engage in long-term fundamental analysis to uncover the 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

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News & Insights

Get the latest news, perspectives and commentary from the Oak team.

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Commentary

2026 First Quarter Market Commentary

Robert D. Stimpson, CFA, CMT
Chief Investment Officer & Portfolio Manager
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News

Oak Associates Awarded PSN Top Guns Designation – 4Q 2025 Manager of the Decade!

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Insights

Why Managed Concentration in a Concentrated Market Matters for Technology Investment Portfolios

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Contact

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Have Questions?

Get in touch with our Institutional Investor representative

Sarah Hill

Phone 330-819-3308
Fax 330-668-2901
Email [email protected]

Headquarters

3800 Embassy Parkway
Suite 310
Akron, Ohio 44333

Phone

330-668-1234