Fund Facts

Inception:
January 28, 2003

Fund Type:
Sector Equity Portfolio

I-shares Symbol: SBHIX

A-shares Symbol: SHPAX

C-shares Symbol: SHPCX


Oak Associates ltd.jpg

Institutional Adviser:
Oak Associates, LTD

About Oak Associates, LTD

Founded in 1985, Oak Associates is an independent equity investment manager managing assets for national endowments, public and private pension plans, foundations, and private clients. The firm has five investment professionals with an average of 23 years of investment experience.

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. With a team of seasoned investment professionals, Oak Associate's portfolio managers seek to uncover investment opportunities in the ever-changing health and biotechnology fields.

Representative Clients

  • The GAR Foundation
  • The University of Akron
  • Mount Union College
  • Akron Children's Hospital
  • Biltman & King, LLP

The inclusion of representative client names, although approved by the clients, does not constitute a recommendation of the manager's services. Saratoga Capital Management, LLC has selected specific representative clients from the managers' client lists based on their universal name recognition; not all accounts are managed according to the investment styles of the Portfolios.