Company Overview
Company Founded |
Assets Under Management |
Number of Funds |
1985 |
$1.4 Billion |
7 |
| *as of 03/31/2023 | ||
A legacy you can trust
The Oak Associates Funds are managed by Oak Associates, ltd., a U.S. equity investment advisor specializing in concentrated, low-turnover, long-term investing. Founded in 1985, the firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds. The firm’s first two mutual funds were opened in 1992, followed by the introduction of five additional funds.
A reliable partner
With Oak, you know what to expect: experienced portfolio managers, the conviction to concentrate portfolios in our best stock ideas, independent research and an unwavering focus on long-term performance. We started over thirty-five years ago with a fundamental belief in concentrated, low turnover portfolios - and we continue to uphold that tradition today.
A committed team
We take seriously the trust that our clients and Fund shareholders place in us. Oak Associates employees, as well as our friends and families, maintain significant investments in the Funds. As fellow shareholders, we have a vested interest in ensuring that the highest standards are maintained and that the portfolios are positioned for future growth.
A fresh perspective
It is our privilege to manage your investments. We’re grateful for the opportunity, and we don’t take it lightly. Our discipline to focus on the long-term sets us apart from other asset managers. We value independent thinking and are not afraid to go against the crowd when we believe it makes sense to do so. In fact, we believe being a good investor often requires not doing what the rest of the market is doing. As an Akron, Ohio-based firm, we’re not influenced by the herd mentality of Wall Street.
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Dual-Concentrated Investment Approach
Long-term fundamental and multi-cycle analysis to uncover the highest conviction sectors and holdings fueled by multiple drivers of growth.
Our Top-Down approach identifies Favorable Sectors in which to invest, while our Bottom-Up approach finds Attractive Stocks within those Favorable Sectors.
Oak's Commitment
We are committed to being better investors today than we were yesterday. A key to good investing is not making the same mistakes over and over. We remain humble, continuously focused on improving our craft, and thankful for the opportunity to manage your money.
Oak Associates employees and their families maintain significant investments in the Oak Associates Funds; our interests are aligned with those of our fellow shareholders.
Our firm culture supports doing what’s best for clients: In an industry where portfolio managers may be pressured to achieve short-term results, Oak portfolio managers have the latitude to make decisions which maximize long-term returns. Superior long-term results inevitably come from patient, disciplined, and at times, unpopular, decisions.