Oak Associates is a nationally recognized investment management firm located in Akron, Ohio. Founded in 1985, Oak has spent decades focused on U.S equities and uncovering quality growth companies that can rise above market expectations. Our family of funds provides a range of concentrated growth strategies, across capitalizations and sectors.
Our investment process begins with a top-down macroeconomic analysis, followed by fundamental bottom-up research. To us, the appeal of an investment is driven by the long-term fundamentals of the company and its opportunity set, rather than short-term trading factors. We construct our portfolios with our best ideas, which means that our favorite stock ideas aren’t diluted by investments in less-favored positions. Concentration takes discipline, conviction and experience. When we invest in a company, we do so with the intention of holding that stock for several years, not a few quarters. Being a good investor often requires not doing what the rest of the market is doing. We value independent thinking and believe it is beneficial to our investment perspective.
Important Disclosure:
This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing, considering the Funds' investment objectives, risk factors and charges and expenses. Prospectus available at www.oakfunds.com.
Oak Associates Funds are distributed by Ultimus Fund Distributors, LLC. Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 3800 Embassy Pkwy,
- Phone
- 1-888-462-5386
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- oakfunds.com
- Keywords
- Asset Management, Mutual Funds, Large-Cap, All-Cap, Small-Cap, Growth Investing, Equity Investing.
- HQ
- Akron, Ohio
Oak Associates Funds Questions
Oak Associates Funds's helpline number is 1-888-462-5386
Oak Associates Funds's website is oakfunds.com
Oak Associates Funds's LinkedIn profile is https://www.linkedin.com/company/oak-associates-ltd-
Oak Associates Funds has
10 employees.
View email and phone details for 10
employees at Oak Associates Funds.
Oak Associates Funds's industry is
Investment Management
Oak Associates Funds's top competitors are
Orazen Extruded Polymers,
Denver Investments,
Go Protech Aml And Fraud Detection Services,
Oelschlager Investments,
Towle & Co.,
Smartx Advisory Solutions,
Journey Wealth,
Treehouse Investments, Llc,
Broadleaf Partners, Llc,
Ey.
Oak Associates Funds's categories are Investment Management
Oak Associates Funds's founding year is 1985
