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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 Technology Select

Inception Date: February 1, 1999

Institutional Strategy Overview

Investment Strategy

Technology Select 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.

Investment Approach

The strategy seeks 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 which are trading at attractive valuations that have also shown a commitment to returning capital to shareholders. The investment team aims 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]