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Oak Associates Awarded PSN Top Guns Designation – 2021 Q3

News

November 24, 2021

Oak Associates Awarded Top Guns Designation by Informa Financial Intelligence

Akron, OH—November 17, 2021— Oak Associates, ltd. has been awarded a PSN Top Guns distinction by Informa Financial Intelligence’s PSN manager database, North America’s longest running database of investment managers.

Oak Associates, ltd. was honored with a 2-star Top Gun rating for its Small Cap Growth strategy.

“Oak Associates appreciates being recognized for the success of its Small-Cap Strategy and the work our team does researching smaller companies.  Despite the underlying uncertainty created by the Covid pandemic, our attention to strong businesses and a focus on the long-term undoubtedly rewarded the strategy over the past several years”, said Oak’s Co-CIO, Robert Stimpson.

Through a combination of Informa Financial Intelligence’s proprietary performance screens, PSN Top Guns ranks products in six proprietary categories in over 50 universes. This is a well-respected quarterly ranking and is widely used by institutional asset managers and investors. Informa Financial Intelligence is part of Informa plc, a leading provider of critical decision-making solutions and custom services to financial institutions.

Top Gun firms are awarded a rating ranging from one to six stars, with the number of stars representing continued performance over time.

Oak Associates’s Small Cap Growth strategy was awarded a Top Gun 2-Star rating, meaning our Small Cap Growth strategy had one of the top ten returns for the one-year period in both the Small Cap Growth and Small-Mid Growth universes.

Oak Associates Small Cap Growth portfolio is a US equity strategy that seeks long-term capital growth by investing primarily in companies with less than $5 billion in market capitalization across a limited number of economic sectors. Portfolios are constructed of 30-40 companies and positions are held in meaningful size to maximize alpha, active share, and allow thorough due diligence. The portfolio typically holds stocks in companies focused on a niche segment, technology, or product. These highly-focused businesses tend to be more profitable, have larger barriers to entry, execute better and are often attractive acquisition candidates.

“Congratulations to Oak Associates for being recognized as a PSN Top Gun,” said Ryan Nauman, Market Strategist at Informa Financial Intelligence’s Zephyr. “This highly esteemed designation allows us to recognize success, excellence and performance of leading investment managers each quarter.”

The complete list of PSN Top Guns and an overview of the methodology can be located on https://psn.fi.informais.com/

About Oak Associates, ltd.

Oak Associates is a nationally recognized investment management firm located in Akron, Ohio. Founded in 1985, Oak has spent decades focused on U.S equities and uncovering quality growth companies that can rise above market expectations. At Oak, we believe that sustainable long-term growth for investors is best achieved through a concentrated focus on companies and sectors. Our high-conviction stock selection process centers on identifying multiple drivers of growth and engaging in fundamental research to uncover the right businesses within the right sectors. We then take meaningful positions—targeting unrealized value and seeking long-term capital appreciation independent of typical index results. We offer two key ways to invest with us, including mutual fund accounts direct separate accounts for institutions and high net worth individuals.

About Informa Financial Intelligence’s Zephyr

Financial Intelligence, part of the Informa Intelligence Division of Informa plc, is a leading provider of products and services helping financial institutions around the world cut through the noise and take decisive action. Informa Financial Intelligence’s solutions provide unparalleled insight into market opportunity, competitive performance and customer segment behavioral patterns and performance through specialized industry research, intelligence, and insight. IFI’s Zephyr portfolio supports asset allocation, investment analysis, portfolio construction, and client communications that combine to help advisors and portfolio managers retain and grow client relationships. For more information about IFI, visit https://financialintelligence.informa.com. For more information about Zephyr’s PSN Separately Managed Accounts data, visit https://financialintelligence.informa.com/products-and-services/data-analysis-and-tools/psn-sma.