Oak Associates Funds
Ohio Long-Term Investment Advisor
About Oak Associates Funds
Founded in 1985, Oak Associates Funds operates under the management of Oak Associates, ltd. The Ohio-based investment firm's success is a result of their portfolio managers' experience, the conviction to concentrate portfolios in key growth areas, diligent research, and an unwavering focus on long-term performance. Oak Associates Funds possesses seven mutual fund portfolios with a distinct focus on large-cap growth, all-cap growth, core large-cap growth, and small-cap growth, as well as concentrated investments in key sectors.
The organization has built a reputation as a nationally recognized growth equity advisor with a strong focus on disciplined and contrarian investment strategies. Possessing a diversified presence in major industries such as health care and technology, the organization has assets in both smaller companies with significant growth potential and well-established market leaders. Oak Funds strives to minimize risk and optimize long-term growth opportunities through a strategic analysis of macroeconomic environments, emerging trends in research, and qualitative factors.
The company, which has more than $1 billion in assets under management, is 100% employee owned.