The Oak Associates Technology Select strategy is a sector-specific strategy which seeks long-term capital growth by investing primarily in large-capitalization stocks of companies which rely extensively on technology for their product development or operations.
Our approach
The Oak Associates Technology Select strategy seeks companies whose earnings and sales growth are driven by technology-related products and services. The investment process involves identifying the most attractive areas within technology and narrowing the search to individual stocks. The portfolio managers generally prefer market leaders with strong fundamentals that are trading at attractive valuations and have also shown a commitment to returning capital to shareholders. The investment team aims to keep portfolio turnover low.
The Technology Select strategy is also available as a mutual fund, Red Oak Technology Select Fund (ROGSX).
Email the Relationship Management Team or call 330-668-1234