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Dual-Concentrated Strategies for the Long-Term Investor

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INSTITUTIONAL INVESTORS

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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
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  • A pension fund or charity
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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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Oak Large Cap Growth

Inception Date: January 1, 1986

Institutional Strategy Overview

Investment Strategy

Large Cap Growth seeks long-term capital appreciation and invests primarily in the common stocks of U.S. companies with large market capitalizations. Large Cap Growth is a dual-concentrated strategy, investing in a limited number of preferred sectors and typically holds 25 or fewer stocks. Although the portfolio is diversified, its investment strategy involves overweighting positions from a narrow set of sectors that the portfolio managers believe hold the most growth potential.

Investment Approach

The investment process begins with a top-down approach, analyzing key economic factors and identifying long-term trends. The managers then determine the sectors and industries with the best potential for long-term growth. Stock selection is based on both quantitative and qualitative factors, with the managers favoring companies which possess above-average growth potential at attractive prices. The investment team seeks to keep portfolio turnover low.

Contact Us

Please contact our Institutional Representative Sarah Hill for more information at

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