History

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Oak Ridge Investments Was Founded In Response To A Need To Do Things Differently and Mainly, It Was Founded Out Of A Passion For Investing.

WHERE WE BEGAN

Founder David Klaskin didn’t want to just manage money. He wanted to create a firm that would embody the craftsmanship of a boutique by delivering personalized attention to clients and offering transparency in decision-making. He wanted to create the kind of firm he wanted to work for, one that takes the art of investing seriously.

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FIRM OWNERSHIP

Our firm is 100% owned by employees, former employees and affiliates

ASSETS UNDER Advisement

Over $2.09 billion as of December 31, 2024

FIRM STATS

Headquartered in Chicago with 12 investment professionals

WHERE WE ARE TODAY

Our goal today hasn’t changed from the goal we started out with: to outperform our benchmarks over the long term, while reducing risk. We strive to do that by investing in dynamic, high-quality companies that offer the opportunity for capital appreciation. We remain true to our heritage: We all share in a passion for being proven right.

Various colored line graphs and data are displayed on a computer screen, depicting the analytics of investing in dynamic, high-quality companies,

Oak Ridge has thrived throughout the years

  1. Oak Ridge introduced its Small/Mid Cap Growth strategy in March 1990 and its Large Cap Growth strategy in April 1990.

  2. David Klaskin co-founded Oak Ridge Investments.

  3. The Oak Ridge All Cap Growth strategy debuted in March 2001.

  4. The Oak Ridge Mid Cap Growth strategy was added to the mix in August.

  5. Pioneer Investment Management USA, Inc. became a minority investor in the firm, enabling Oak Ridge to expand its distribution capabilities and setting the stage for future growth.

  6. The Dividend Growth strategy was instructed in November 2010 to meet the growing investor need for income sources in a low-interest-rate environment.

  7. Oak Ridge introduced its Dividend Growth and Growth Opportunity mutual funds in July 2013, making its highly regarded investments strategies more broadly available.

  8. Oak Ridge repurchases Pioneer's 49% stake in the firm becoming 100% employee-owned, further aligning firm interests with those of our clients and providing a foundation for future growth.