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Oak Associates Awarded PSN Top Guns Designation – 4Q 2025 Manager of the Decade!
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March 10, 2026
Oak Associates Named to PSN Top Guns List of Best Performing Strategies for 4Q 2025
Quarterly PSN Top Guns List published by Zephyr identifies best-in-class separate accounts, managed accounts, and managed ETF strategies.
Akron, OH—February 18, 2026— Oak Associates announced today it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed accounts, and managed ETF strategies for Q4 2025. The highly anticipated list, published by Zephyr, remains one of the most important references for investors and asset managers.
“These managers have successfully steered through transformative events such as the COVID-19 pandemic market crash, the Brexit referendum, the US-China trade war, the global sell-off of 2015-2016, and the AI-Driven market this year”, says PSN Product Manager Nick Williams. “Their ability to adapt to evolving market conditions, strategically position across asset classes, and capture opportunities underscores the enduring importance of active management in delivering value to investors.”
Oak Associates Technology Select is a sector-specific strategy that seeks long-term capital growth by investing primarily in large-capitalization stocks of companies whose earnings and sales growth are driven by technology-related products and services. The investment process involves identifying the most attractive areas within technology and narrowing the search to individual stocks. The portfolio managers generally prefer market leaders with strong fundamentals that are trading at attractive valuations and have also shown a commitment to returning capital to shareholders.
“Being named a PSN Top Guns Manager of the Decade is a tremendous honor that validates our investment team’s disciplined approach. We’re proud that our long-term focus on identifying innovative market leaders and maintaining a consistent approach has delivered strong results for our clients,” said Oak Associates’ Portfolio Manager, Jeff Travis.
Through a combination of PSN’s proprietary performance screens, the PSN Top Guns awards products in six proprietary categories in over 75 universes based on continued performance over time.
Oak Associates’ Technology Select strategy earned a PSN Top Guns Manager of the Decade award, meaning our Technology Select strategy had an r-squared of 0.80 or greater relative to the style benchmark for the latest 10-year period. Moreover, the strategy’s returns were greater than the style benchmark for the latest 10-year period and had a standard deviation less than the style benchmark for the latest ten-year period. At this point, the top ten performers for the latest 10-year period become the PSN Top Guns Manager of the Decade.
The complete list of PSN Top Guns and an overview of the methodology can be located at https://psn.fi.informais.com/PSNTopGuns/topguns_zephyr.asp
Oak Associates is an investment management firm located in Akron, Ohio. Founded in 1985, Oak has spent decades focused on U.S equities and uncovering quality growth companies that can rise above market expectations. At Oak, we believe that sustainable long-term growth for investors is best achieved through a concentrated focus on companies and sectors. Our high-conviction stock selection process centers on identifying multiple drivers of growth and engaging in fundamental research to uncover the right businesses within the right sectors. We then take meaningful positions—targeting unrealized value and seeking long-term capital appreciation independent of typical index results. We offer two key ways to invest with us, including mutual fund accounts and direct separate accounts for institutions and high net worth individuals.
For more than four decades, PSN has been a top resource for investment professionals. Asset managers rely on Zephyr’s PSN to effectively reach institutional and retail investors. Over 2,800 firms, 285 universes, and more than 21,000 products comprise the PSN SMA database showing asset breakdowns, compliance, key personnel, ownership diversity, ESG, business objectives and strategy, style, fees, GIC sectors, fixed income ranges and full holdings. Unique to PSN is its robust historical database of over 40 Years of Data Including Net and Gross-of-Fee Returns. Zephyr’s PSN produces the PSN Outlook eBook series provides insight and trends about the SMA industry. You can view them online here.
Visit PSN online to learn more.
No compensation was directly or indirectly provided by the Adviser in connection with this rating and/or award.
