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Oak Associates Funds
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- 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.
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Headquarters:3875 Embassy Parkway Suite 250, Akron, Ohio, United States
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Phone Number: +1 330-668-1234
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Website: https://www.oakfunds.com
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Employees:8
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Revenue:$1 - 10M
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Legal Name:Oak Associates Funds
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Oak Associates Funds's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Oak Associates Funds
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Where are Oak Associates Funds's Headquarters?
Oak Associates Funds's Headquarters are in 3875 Embassy Parkway Suite 250,Akron,Ohio,United States
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What is Oak Associates Funds's phone number?
Oak Associates Funds's phone number is +1 330-668-1234
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What is Oak Associates Funds's official website?
Oak Associates Funds's official website is https://www.oakfunds.com
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What is Oak Associates Funds's Revenue?
Oak Associates Funds's revenue is $1 - 10M
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What is Oak Associates Funds's NAICS code?
Oak Associates Funds's NAICS code is 523930
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How many employees are working in Oak Associates Funds
Oak Associates Funds has 8 employees
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What is Oak Associates Funds's Industry?
Oak Associates Funds is in the industry of Financial Services
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Who is Oak Associates Funds's President?
Oak Associates Funds's President is Jim Oelschlager