Saratoga TechNOLOGY & Communications Fund 

Fund Facts

Inception

January 28, 2003

Fund Type

Sector Equity

  • STPIX

  • STPAX

  • STPCX

Institutional Sub-Advisor

Oak Associates LTD

About Oak Associates

Founded in 1985, Oak Associates is an independent equity investment manager managing assets for endowments, pension plans, foundations, and private clients. The firm has three investment professionals with an average of 34 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 investment landscape.