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2022 Annual Shareholder Letter
By: Robert Stimpson, CFA
Co-Chief Investment Officer & Portfolio Manager
News & Articles
TD Ameritrade Network Interview: Lam Research (LRCX) & Pool Corp. (POOL): Fast Growing & Profitable Stocks in Today’s Market
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
News & Articles
TD Ameritrade Network Interview: Will Meta Platforms (META) Benefit From An Election Year?
Robert Stimpson, Oak Associates’ Portfolio Manager, joins TD Ameritrade Network to discuss the opportunity he sees in Meta Platforms (META). He discusses the potential for the company to capture advertising dollars during this election year as well as increase revenue over the long term with the Metaverse.
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All Eyes on the Fed - Third Quarter 2022 Market Commentary
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
News & Articles
MarketWatch: What’s the best way to invest in tech stocks right now?
Robert Stimpson, Portfolio Manager of Red Oak Technology Select Fund (ROGSX), spoke with MarketWatch on his team’s approach to selecting large-cap tech stocks and why having a “financials first” approach may be the best one for the current environment.
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Commentary
Dieting is Hard - Second Quarter 2022 Market Commentary
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
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Recent
Commentary
2022 Annual Shareholder Letter
By: Robert Stimpson, CFA
Co-Chief Investment Officer & Portfolio Manager
Commentary
All Eyes on the Fed - Third Quarter 2022 Market Commentary
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
Commentary
Dieting is Hard - Second Quarter 2022 Market Commentary
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
The Ascent of Uncertainty - First Quarter 2022 Market Commentary
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
Commentary
Market Update - The Debate Over Guns or Butter Returns
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
Answers to Our Most Recent Client Questions - Third Quarter 2021 Market Commentary
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
Play Ball - Second Quarter 2021 Market Commentary
Jeffrey B. Travis, CFA
Portfolio Manager, Senior Analyst
Recent
News & Articles
TD Ameritrade Network Interview: Lam Research (LRCX) & Pool Corp. (POOL): Fast Growing & Profitable Stocks in Today’s Market
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
News & Articles
TD Ameritrade Network Interview: Will Meta Platforms (META) Benefit From An Election Year?
Robert Stimpson, Oak Associates’ Portfolio Manager, joins TD Ameritrade Network to discuss the opportunity he sees in Meta Platforms (META). He discusses the potential for the company to capture advertising dollars during this election year as well as increase revenue over the long term with the Metaverse.
News & Articles
MarketWatch: What’s the best way to invest in tech stocks right now?
Robert Stimpson, Portfolio Manager of Red Oak Technology Select Fund (ROGSX), spoke with MarketWatch on his team’s approach to selecting large-cap tech stocks and why having a “financials first” approach may be the best one for the current environment.
News & Articles
TD Ameritrade Network: Seeking Opportunities in the Tech Space
Jeff Travis, Oak Associates’s Portfolio Manager, joins TD Ameritrade Network to discuss why tech is still one of the most profitable sectors in the market. He shares what characteristics he looks for in technology stocks and a few names to watch right now.
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Commentary
2022 Annual Shareholder Letter
By: Robert Stimpson, CFA
Co-Chief Investment Officer & Portfolio Manager
News & Articles
Business Insider Profile: Robert Stimpson
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Robert Stimpson on Fox Business
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TD Ameritrade Network Interview: Lam Research (LRCX) & Pool Corp. (POOL): Fast Growing & Profitable Stocks in Today’s Market
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
News & Articles
TD Ameritrade Network Interview: Will Meta Platforms (META) Benefit From An Election Year?
Robert Stimpson, Oak Associates’ Portfolio Manager, joins TD Ameritrade Network to discuss the opportunity he sees in Meta Platforms (META). He discusses the potential for the company to capture advertising dollars during this election year as well as increase revenue over the long term with the Metaverse.
Commentary
All Eyes on the Fed - Third Quarter 2022 Market Commentary
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
Archives by Calendar Year
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Phase Three of The Pandemic Market - Fourth Quarter 2021 Market Commentary
Commentary
Market Update - The Debate Over Guns or Butter Returns
Robert D. Stimpson, CFA, CMT
Co-Chief Investment Officer & Portfolio Manager
Commentary
The Ascent of Uncertainty - First Quarter 2022 Market Commentary
Jeff Travis, CFA
Portfolio Manager and Senior Analyst
News & Articles
Our Technology Funds – Designed For Different Goals
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Making the Case for U.S. Small-Cap Stocks...Despite 2022 Volatility
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Bloomberg's "The Tape" Interview: Investing Amid Volatility
Robert Stimpson, Oak Associates Co-CIO & Portfolio Manager, talks with Bloomberg Radio about the tailwinds for the healthcare sector and where investors may find opportunity despite current volatility.
