Oak Associates Funds
Investment Management • 
3800 Embassy Pkwy, Suite 310, United States • 1-10 Employees
Company overview
| Headquarters | 3800 Embassy Pkwy, Suite 310, Akron, Ohio 44333, US |
| Phone number | +13306681234 |
| Website | |
| NAICS | 5231 |
| Keywords | Asset Management, Mutual Funds, Equity Investing, Growth Investing, Small-Cap, All-Cap, Large-Cap |
| Founded | 1985 |
| Employees | 1-10 |
| Socials |
Key Contacts at Oak Associates Funds
Erin Kestner
Director Of Operations
Sarah Galvin Hill
Director Of Distribution & Advisor Relations
Oak Associates Funds Email Formats
Oak Associates Funds uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@oakassociates.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@oakassociates.com | 80% |
{first name}{last name} | johndoe@oakassociates.com | 20% |
About Oak Associates Funds
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. Our family of funds provides a range of concentrated growth strategies, across capitalizations and sectors. Our investment process begins with a top-down macroeconomic analysis, followed by fundamental bottom-up research. To us, the appeal of an investment is driven by the long-term fundamentals of the company and its opportunity set, rather than short-term trading factors. We construct our portfolios with our best ideas, which means that our favorite stock ideas aren’t diluted by investments in less-favored positions. Concentration takes discipline, conviction and experience. When we invest in a company, we do so with the intention of holding that stock for several years, not a few quarters. Being a good investor often requires not doing what the rest of the market is doing. We value independent thinking and believe it is beneficial to our investment perspective. Important Disclosure: This material is not authorized for distribution unless preceded or accompanied by a current prospectus. Please read the prospectus carefully before investing, considering the Funds' investment objectives, risk factors and charges and expenses. Prospectus available at www.oakfunds.com. Oak Associates Funds are distributed by Ultimus Fund Distributors, LLC. Ultimus Fund Distributors, LLC and Oak Associates Funds are separate and unaffiliated.
Oak Associates Funds revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Oak Associates Funds has 2 employees across 2 departments.
Departments
Number of employees
Funding Data
Oak Associates Funds has never raised funding before.
Oak Associates Funds Tech Stack
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