I am  an Individual Investor
My Oak Account

Dual-Concentrated Strategies for the Long-Term Investor

Choose your role:

Financial Professionals Individual Investors Institutional Investors

I certify that I am a Financial Professional, representing clients at a Broker/Dealer, RIA or other financial firm and am looking for information, insights or investments for my clients.

The Oak site and content is for educational use. Individuals should consult an investment advisor before making any investment decisions.

Accept

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.

Accept
SCROLL

SMA Strategies

SMA Overview

Oak Associates Separately Managed Accounts (SMAs) are domestic U.S. equity portfolios that follow the firm’s tradition of dual-concentrated, low-turnover, long-term oriented investing. The strategies are distinguished from each other by their sector concentrations and the market capitalization of the stocks in which they invest.

Mutual Funds
SMAs

Equity SMA Strategies

SMA

Large Cap Growth

Typical # of Holdings: <25
Type: Equity
OBJECTIVE

Large Cap Growth seeks long-term capital appreciation and invests primarily in the common stocks of U.S. companies with large market capitalizations.

Learn More

SMA

All Cap Growth

Typical # of Holdings: 25-40
Type: Equity
OBJECTIVE

All Cap Core Growth is an all-cap equity strategy that seeks long-term capital appreciation by investing in Oak Associates’ best ideas from across all sectors and among companies of any size.

Learn More

SMA

Small Cap Growth

Typical # of Holdings: 28
Type: Equity
OBJECTIVE

Small Cap Growth is a small cap equity strategy that seeks growth primarily in smaller companies with rapid growth.

Learn More

Sector SMA Strategies

SMA

Technology Select

Typical # of Holdings: <30
Type: Sector
OBJECTIVE

The Oak Associates Technology Select strategy is a sector-specific strategy which seeks long-term capital growth by investing primarily in large-capitalization stocks of companies which rely extensively on technology for their product development or operations.

Learn More