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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:

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Dual-Concentrated Investing Designed For The Long-Term

Oak Associates is an investment management firm with over 40 years of experience specializing in U.S. equity strategies guided by our philosophy of remaining long-term, concentrated and fully invested.

Invest with Oak

Oak Associates builds domestic U.S. equity portfolios that follow the firm’s tradition of selective, dual-concentrated investing. We offer Mutual Funds, SMAs and Institutional Accounts for individual investors, advisors and institutions.

Click below to explore our range of mutual funds designed to help you achieve your financial goals.

Equity Funds

White Oak Select Growth

WOGSX | LARGE CAP

Pin Oak Equity

POGSX | ALL CAP

Rock Oak Core Growth

RCKSX | MID CAP

River Oak Discovery

RIVSX | SMALL CAP

Sector Funds

Red Oak Technology Select

ROGSX | ESTABLISHED TECHNOLOGY

Black Oak Emerging Technology

BOGSX | EMERGING TECHNOLOGY

Live Oak Health Sciences

LOGSX | HEALTHCARE
View All Oak Associates Funds

Our Philosophy

We engage in long-term fundamental analysis to uncover the highest conviction sectors and holdings fueled by multiple drivers of growth. Our dual-concentrated philosophy utilizes a top-down research approach to identify favorable sectors, combined with bottom-up analysis that finds the most attractive stock within those sectors.

INVEST

for the long-term

CONCENTRATE

on our best ideas

REMAIN

fully invested

STAY INDEPENDENT

of the index

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News & Insights

Get the latest news, perspectives and commentary from the Oak team.

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News

Our Website Has a New Look

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Commentary

2023 First Quarter Market Commentary: Unexpected, But Not Totally Unexpected

Robert D. Stimpson, CFA, CMT
Chief Investment Officer & Portfolio Manager
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Insights

The Power of Profitability: What Differentiates Large-Cap Tech from the Rest of the Stock Market

Robert D. Stimpson, CFA, CMT
Chief Investment Officer & Portfolio Manager
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View All

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Headquarters

3800 Embassy Parkway

Suite 310

Akron, Ohio 44333

Phone

330-668-1234