Saratoga Health &
Biotechnology Fund
Fund Facts
Inception
January 28, 2003
Fund Type
Sector Equity
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SBHIX
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SHPAX
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SHPCX
Institutional Sub-Advisor
Oak Associates LTD
About Oak Associates
Oak Associates was founded in 1985 by Jim Oelschlager. Mr. Oelschlager founded the firm after spending 15 years as Director of Pension Investments at Firestone Tire & Rubber Company. Oak Associates is an independent equity investment manager, investing assets for national endowments, public and private pension plans, foundations, and private clients.
Investment Style
Oak Associates utilizes a top-down investment approach focused on long-term economic trends. Oak begins with the overall outlook for the economy, then seeks to identify specific industries with attractive characteristics and long-term growth potential. Ultimately, Oak seeks to identify high-quality companies within the selected industries and to acquire them at attractive prices. Oak's stock selection process is based on an analysis of individual companies' fundamental values such as earnings growth potential and the quality of corporate management.