Investment Process
Our Process Is Disciplined And Repeatable, not inhibiting. It always leaves room for spirited debate, healthy skepticism, and brutal honesty. The decision to add a stock to our portfolio is not taken lightly... nor is the decision to sell.
WHAT AN OAK RIDGE STOCK LOOKS LIKE
The Oak Ridge Way places a high priority on the consistency of results and steady improvement over time. That is true whether it is in terms of earnings, fundamentals, relative valuation or intangibles.
"Our goal is to achieve superior returns over a full-market cycle while taking less risk."
AN EXHAUSTIVE ANALYSIS OF COMPANY FACTORS
We are not in the business of predicting the stock market. Instead, we employ quantitative and qualitative idea generation. We trust in our intense process, analysis, and our expertise to be able to uncover companies that we believe have a higher probability to realize their full potential. When it comes down to it, strength and vision are the concepts we share with the companies we believe in.
IN THE HOT SEAT
The investments we make are in those securities that were able to survive a rigorous three-pronged peer review process that brings together our analysts and portfolio managers.
FOCUSED ON ACHIEVING RESULTS
We are slow to buy, and we commit to holdings for the long haul. This results in lower portfolio turnover. But, we are not inactive. Our holdings are subject to ongoing review—a process that incorporates the same rigor as our selection process. When a company’s fundamentals show signs of deterioration, its industry position erodes, or portfolio risk management concerns arise, we sell the position. Ultimately, we strive to retain an unwavering focus on delivering long-term growth for our investors regardless of short-term market conditions—with less risk—and by generating alpha over full market cycles.
