A legacy you can trust
Oak Associates, ltd. is a U.S. equity investment advisor specializing in concentrated, low-turnover, long-term investing. Founded in 1985, the firm manages portfolios for foundations, endowments, pension plans, private clients and shareholders of the Oak Associates Funds.
A reliable partner
With Oak, you know what to expect: experienced portfolio managers, the conviction to concentrate portfolios in our best stock ideas, independent research and an unwavering focus on long-term performance. We started over thirty years ago with a fundamental belief in concentrated, low turnover portfolios - and we continue to uphold that tradition today.
A committed team
We take seriously the trust that our clients and Fund shareholders place in us. Oak Associates employees, as well as our friends and families, maintain significant investments in the same stocks held by our clients. We have a vested interest in ensuring that the highest standards are maintained and that the portfolios are positioned for future growth.
A fresh perspective
It is our privilege to manage your investments. We’re grateful for the opportunity, and we don’t take it lightly. Our discipline to focus on the long-term sets us apart from other asset managers. We value independent thinking and are not afraid to go against the crowd when we believe it makes sense to do so. In fact, we believe being a good investor often requires not doing what the rest of the market is doing. As an Akron, Ohio-based firm, we’re not influenced by the herd mentality of Wall Street.
The Oak Story
Jim Oelschlager founded Oak Associates, ltd. in 1985 after serving 15 years as Director of Pension Investments and Assistant Treasurer at The Firestone Tire & Rubber Company.
When Jim joined Firestone, the pension plan had assets of $250 million and was underfunded by another $250 million. By 1984, under Jim's leadership, the pension fund was valued at $1.2 billion, with $330 million in surplus assets. Firestone then decided to terminate the plan and recapture the excess assets, which led to Jim founding Oak Associates, ltd. and managing the assets of Firestone as its first client.
The firm adheres to the same investment principles on which it was founded over 30 years ago: long term, low turnover, concentrated and fully invested portfolio management.
Learn more about Oak and its investment approach.