Oak Associates Funds Company Profile, Contacts & Intelligence

Investment Management3800 Embassy Pkwy10 employeesFounded 1985
2 contacts with email or phone data2 with email data2 with phone data
View verified contacts Compare competitors
Employees
10
Company source estimate
Reachable Contacts
2
Visible contacts with email or phone data
Contacts With Email
2
2 of 4 visible contacts
Departments
2
Mapped contact coverage

Oak Associates Funds Overview

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.

Headquarters
3800 Embassy Pkwy
Website
oakfunds.com
Industry
Investment Management
Founded
1985
NAICS
Other Financial Investment Activities, Portfolio Management
Phone Number
Available in AeroLeads
Asset Management Mutual Funds Large-Cap All-Cap Small-Cap Growth Investing Equity Investing

Oak Associates Funds Contact Intelligence

See which contact channels and departments are represented in the visible AeroLeads data.

2 contacts with contact data
2 with email data and 2 with phone data in the visible sample.
2 departments represented
Visible contacts with email or phone data are mapped to these departments.
1 company-domain email
Visible contacts using Oak Associates Funds's company email domain.
General
4
Executive
1

Oak Associates Funds People & Org Chart Preview

Sample people records show job titles and whether email or phone data is available without exposing raw contact details.

J
Jeff Travis
Portfolio Manager at Oak Associates
EP
N
Nolan C.
Analyst
S
Stephanie a Sanmiguel
Project Administrator
EP
S
Sarah Galvin (Hill)
Director of Distribution & Advisor

Oak Associates Funds Workforce Composition

Seniority breakdown across 7 visible profiles.

Manager
3
Individual contributor
2
Executive
1
Director
1

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