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Home > Financial Services > Mutual Funds > Oak Associates
Oak Associates
Oak Associates was Founded in 1985, Oak Associates, ltd. is an independent equity investment manager providing quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors. The Oak Associates Funds are managed by Oak Associates, ltd., a nationally recognized growth equity investment advisor with over 5 billion dollars in assets under management. From founding in 1985, Oak Associates has provided quality growth portfolios to national endowments, public pension plans, private clients, and mutual fund investors. A concentration in key growth areas, diligent research and analysis of investments, and a focus on a long-term performance horizon has been integral to the success of the company.
Oak Associates takes very seriously the trust that their clientele and shareholders place with them. It is worth noting that employees, friends and family of Oak Associates are among the largest shareholders in the Funds. As fellow shareholders they have a vested interest in ensuring that the highest standards are maintained and that the portfolios are positioned for future growth. The Oak Associates Funds are a family of seven no-load mutual funds designed to make a growth-oriented approach easily accessible to individual and institutional investors alike. The Funds seeks a long-term capital growth and employ the same investment philosophy and process that has made the firm successful over its lifetime.
White Oak Select Growth Fund, our flagship fund, invests primarily in large-cap companies, seeking industry leaders within the economy’s most attractive growth sectors. White Oak currently invests in the technology, financial services, and health care sectors.
Rock Oak is a more diversified Oak Fund and will normally invest in 35 to 50 stocks. The Fund selects stocks of companies that stand to benefit from long-term investment themes, such as globalization, demographics, productivity and innovation.
Pin Oak Aggressive invests primarily in small and medium-size companies in newer, growth-oriented industries. Pin Oak concentrates in emerging companies within the technology, financial services, and health care sectors.
Oak Associates Funds are available to U.S. investors only and may not be available in all states. To determine if this Fund is an appropriate investment for you, carefully consider the Fund's investment objectives, risk factors and charges and expenses before investing.
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