Large-Cap Growth - Philosophy
Oak Associates, ltd. is a growth manager seeking to maximize returns over a market cycle through investments in a portfolio of the firm’s “best ideas.” The firm first defines the global economic outlook, particularly interest rate anticipation, then concentrates on investments in specific industries. Investments are made with a long-term orientation, generally involving purchases of securities held for three to five years, which results in relatively low portfolio turnover. Investment style tends to be contrarian, seeking out-of­-favor situations at attractive prices. Portfolios are fully invested and average between 20-25 issues.  Stock selection may be influenced by:
  •   Growth rate/price earnings comparison
  •   P/E ratios versus historical and current levels
  •   Contrarian considerations

Upon implementation of this type of investment strategy, a three to five year time horizon is generally required to evaluate the results of such an approach with respect to an account. The firm has neither developed a magic formula nor discovered a foolproof “system” to ensure investment success. Instead, Oak Associates, ltd. follows, studies and evaluates diverse information and ideas from a wide variety of sources, including industry contacts, company visits, and materials obtained from third parties such as brokers and research analysts.

Oak Associates, ltd. believes these sources, combined with lessons learned from our investment experience, will enable Oak Associates’ clients’ to benefit from inevitable change in the equity markets, our experience and a high-conviction approach to investing. However, no assurances can be made such an investment strategy will result in any such benefits to its clients.

The large-cap strategy (the Select Growth Portfolio) is managed by Oak Associates’ Investment Team and led by the firm’s founder, James Oelschlager.

This page was last updated: January 24, 2012
Oak Associates, ltd.  2010
3875 Embassy Parkway - Suite 250, Akron, Ohio 44333
Main Tel: 330-668-1234 Fax: 330-668-2901
Oak Associates, ltd. is an independent investment advisor registered with the U.S. Securities & Exchange Commission.
Investment Strategies
Large-Cap Growth
Small-Cap Growth