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Dual-Concentrated Strategies for the Long-Term Investor

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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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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 Small Cap Growth

Inception Date: June 30, 2005

Institutional Strategy Overview

Investment Strategy

Small Cap Growth is a small cap equity strategy that seeks growth primarily in smaller companies that are rapidly growing with cutting edge products, visionary management, and the ability to bring innovation to both new and established industries. The portfolio typically holds 30 to 40 stocks in companies focused on niche areas of the economy. These highly-focused businesses tend to be more profitable, have larger barriers to entry, execute better and are often attractive acquisition candidates.

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]