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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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Our Investment Philosophy

Dual-Concentrated Investment Approach

At Oak, we believe that sustainable long-term growth for investors is best achieved through a concentrated focus on companies and sectors. Our high-conviction stock selection process centers on identifying multiple drivers of growth and engaging in fundamental research to uncover the right businesses within the right sectors. We then take meaningful positions— targeting unrealized value and seeking long-term capital appreciation independent of typical index results.

Sector Growth Drivers

Overall Macro Trends

Sub-sector Thematics

Earnings Sustainability

Relative Valuations

Competitive Durability

Rates and Yields

Company Growth Drivers

Qualitative Screens

Market Position & Leadership

Business Sustainability & Pricing Power

MOAT + Competitive Advantage

Management Strength & Track Reports

Long-term Earnings Growth

Watch our video to learn more

INVEST

for the long-term

CONCENTRATE

on our best ideas

REMAIN

fully invested

STAY INDEPENDENT

of the index