OAK ASSOCIATES LTD Overview
Oak Associates Ltd is an investment advisor that manages 928 MM dollars in regulatory AUM and has 14 employees, of which 3 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 161% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 09/30/20. The fund's latest filing disclosed 1BN in positions, representing 161% of the manager's regulatory AUM.
OAK ASSOCIATES LTD StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OAK ASSOCIATES LTD Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AMZN | 9.78% | Cons. Disc. | -1.41% | -1.36% | 0 | 45% | ||
| GOOG | 5.16% | Tech | 18.14% | 0.5% | 0 | 29% | ||
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FEATURED IN
OAK ASSOCIATES LTD Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Margaret L. Ballinger | Chief Operating Officer | January-1996 |
| James D. Oelschlager | Managing Member/Portfolio Manager | January-1996 |
| Margaret L. Ballinger | Chief Compliance Officer | December-2014 |
OAK ASSOCIATES LTD Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OAK ASSOCIATES LTD Investment Strategy
Item 8. Methods of Analysis, Investment Strategies & Risk of Loss
Methods of Analysis
Oak uses investment research from numerous Wall Street firms and independent research organizations and has established relationships with brokers and industry analysts. The firm also utilizes various internet-based information services for financial institutions and investment-research software.
As part of our methods of analysis, we also use the following:
Fundamental analysis. Fundamental analysis involves the selection, evaluation, and interpretation of financial data and other pertinent information to assist in evaluating the operating performance and financial condition of a company or an industry. The operating performance of a company is a measure of how well a company has used it resources – its assets, both tangible and intangible – to produce a return on its investment.
We consider a company’s competitive advantages and how...
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Methods of Analysis
Oak uses investment research from numerous Wall Street firms and independent research organizations and has established relationships with brokers and industry analysts. The firm also utilizes various internet-based information services for financial institutions and investment-research software.
As part of our methods of analysis, we also use the following:
Fundamental analysis. Fundamental analysis involves the selection, evaluation, and interpretation of financial data and other pertinent information to assist in evaluating the operating performance and financial condition of a company or an industry. The operating performance of a company is a measure of how well a company has used it resources – its assets, both tangible and intangible – to produce a return on its investment.
We consider a company’s competitive advantages and how...
Unlock Full Investment Process Description
OAK ASSOCIATES LTD Portfolio Concentration
OAK ASSOCIATES LTD Location
3875 EMBASSY PARKWAY
SUITE 250
AKRON, Ohio
UNITED STATES, 44333
SUITE 250
AKRON, Ohio
UNITED STATES, 44333
OAK ASSOCIATES LTD Contact Information
Phone Number: 330-668-1234
Fax Number: 330-668-2901
Website: http://www.oakassociates.com
Fax Number: 330-668-2901
Website: http://www.oakassociates.com
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