Oak Associates

The experienced longest-tenured portfolio management at Oak Associates is a core advantage over global asset management peers. With 20 years of average tenure across the management group, it is clear they've been put through their paces. The firm has not had a durable product lineup. Specifically, its three-year success ratio demonstrates that only 29% of products both survived and beat their respective category median. A low success ratio indicates poor performance and raises questions about a firm’s discipline around investment strategy and product development. Oak Associates open-end and exchange-traded products are priced, on average, among the second most-expensive quintile of similarly distributed strategies. This higher expense profile of its funds creates a larger performance hurdle and contributes negatively to Oak Associates's rating.