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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
  • A government, local authority or public authority
  • A pension fund or charity
  • An individual who is “qualified” under the Investment Advisers Act of 1940 and has experience in investment, financial and business matters to evaluate the risks of investing in securities
  • Persons whose ordinary activities involve, or are reasonably expected to involve, acting as principal or as agent in acquiring, holding, managing or disposing of investments for the purpose of a business
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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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Institutional Separate Account Strategies

Institutional Overview

Since 1985, Oak Associates, ltd. has provided Institutional Account management for qualified corporate pension plans, foundations, endowments, Taft-Hartley plans, public plans, and high-net-worth individuals.

Oak Associates Institutional Accounts are domestic U.S. equity portfolios that follow the firm’s tradition of dual-concentrated, low-turnover, long-term oriented investing. The strategies are distinguished from each other by their sector concentrations and the market capitalization of the stocks in which they invest.

Equity Institutional Strategies

INSTITUTIONAL

Large Cap Growth

Typical # of Holdings: <25
Type: Equity
OBJECTIVE

Large Cap Growth seeks long-term capital appreciation and invests primarily in the common stocks of U.S. companies with large market capitalizations.

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INSTITUTIONAL

All Cap Growth

Typical # of Holdings: 25-40
Type: Equity
OBJECTIVE

All Cap Core Growth is an all-cap equity strategy that seeks long-term capital appreciation by investing in Oak Associates’ best ideas from across all sectors and among companies of any size.

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INSTITUTIONAL

Small Cap Growth

Typical # of Holdings: 28
Type: Equity
OBJECTIVE

Small Cap Growth is a small cap equity strategy that seeks growth primarily in smaller companies with rapid growth.

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Sector Institutional Strategies

INSTITUTIONAL

Technology Select

Typical # of Holdings: <30
Type: Sector
OBJECTIVE

The Oak Associates Technology Select strategy 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.

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