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 09/30/16. The fund's latest filing disclosed 971MM in positions, representing 105% of the manager's regulatory AUM.

OAK ASSOCIATES LTD StockAlpha

+0.4%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OAK ASSOCIATES LTD Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CSCO 6.07% Tech -4.8% -0.36% 0 30%
AMZN 5.28% Cons. Disc. -8.36% -0.75% 0 32%
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FEATURED IN
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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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OAK ASSOCIATES LTD Portfolio Concentration

OAK ASSOCIATES LTD Location

3875 EMBASSY PARKWAY
SUITE 250
AKRON, Ohio
UNITED STATES, 44333

OAK ASSOCIATES LTD Contact Information

Phone Number: 330-668-1234
Fax Number: 330-668-2901
Website:

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