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Dual-Concentrated Strategies for the Long-Term Investor

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INSTITUTIONAL INVESTORS

By clicking “Accept” below, you agree that you have read and acknowledged the terms detailed below. You also confirm that you are an institutional investor or a consultant to institutional investors and wish to proceed.

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
  • Persons whose ordinary business involves the giving of advice, which may lead to another person acquiring or disposing of an investment or refraining from so doing

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 All Cap Growth

Inception Date: August 3, 1992

Institutional Strategy Overview

Investment Strategy

All Cap Core Growth is an all-cap equity strategy. It seeks long-term capital appreciation by investing in Oak Associates’ best ideas from across all sectors and among companies of any size. It will, however, overweight companies and sectors that we believe hold the most opportunity. The portfolio typically holds 25 to 40 stocks and is focused on companies with attractive valuation and strong competitive advantages.

Investment Approach

The investment process begins with a top-down approach, analyzing key economic factors and identifying long-term trends. The managers then determine the sectors and industries with the best potential for long-term growth. Stock selection is based on both quantitative and qualitative factors, with the managers favoring companies which possess above-average growth potential at attractive prices. The investment team seeks 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]