Description

• Founded in 1985, Oak Associates, ltd., investment advisor to the Oak Associates Funds, is an equity growth manager that concentrates portfolios in its best ideas. 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 arent 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 http://www.oakfunds.com/Materials/LiteratureFrame.aspx?t=p&f=Oak-Funds-Prospectus Oak Associates Funds are distributed by ALPS Distributors, Inc. ALPS Distributors, Inc. and Oak Associates Funds are separate and unaffiliated.
• 

  Headquarters:3875 Embassy Parkway Suite 250, Akron, Ohio, United States

  More
• 

  Phone Number: +1 330-668-1234

• 

  Website: https://www.oakfunds.com

• 

  Employees:8

• 

  Revenue:$1 - 10M

• 

  Legal Name:Oak Associates Funds

• Oak Associates Funds's Social Media

  
• Is this data correct?

• |  NAICS Code: 523930  |

  Show More