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Article Excerpt
260 OAK ASSOCIATES LTD.
3875 Embassy Parkway, Suite 250, Akron, OH 44333; phone: (330) 668-1234; fax: (330) 668-2901; www.oakassociates.com
(millions)
Total assets managed worldwide $7,405
Total worldwide institutional assets $3,981
Total U.S. tax-exempt assets $4,249
Total U.S. institutional tax-exempt $3,919
Internal U.S. institutional tax-exempt $3,919
Asset mix:
Equity 98%
Cash 2%
Internal U.S. institutional tax-exempt assets in:
U.S. equity, active $3,841
Cash $78
Active domestic equity strategies:
Growth
Large cap $3,841
Worldwide mutual fund assets $1,924
Defined contribution assets:
Total $1,165
Internally managed $1,165
No. of portfolio managers 5
Size of research staff 6
668 OAK RIDGE INVESTMENTS LLC
10 S. LaSalle St., Suite 1050, Chicago, IL 60603; phone: (312) 857-1040; fax: (312) 857-1055; www.oakridgeinvest.com
(millions)
Total assets managed worldwide $967
Total worldwide institutional assets $177
Total U.S. tax-exempt assets $256
Total U.S. institutional tax-exempt $55
Internal U.S. institutional tax-exempt $55
Asset mix:
Equity 89%
Cash 11%
Internal U.S. institutional tax-exempt assets in:
U.S. equity, active $55
Active domestic equity strategies:
Growth
Large cap $5
Small cap $50
Worldwide mutual fund assets $20
No. of portfolio managers 4
Size of research staff 1
David Klaskin is chief investment officer; David Gaspar is client contact.
559 OAK VALUE CAPITAL MANAGEMENT INC.
3100 Tower Blvd.,...
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