Philosophy

What can Oak Ridge Investments give you that no one else can? Our resolve.

THE OAK RIDGE WAY

We have an unrelenting passion for managing select, active strategies. As a specialized investment manager with a time-tested investment process and a singular focus on active investing, we’ve become known for the deep experience that drives our performance.... and for the intangible qualities that make us who we are. Our motivation is simple: We strive to be our clients’ most dependable steward of high-quality opportunities.

Three people sit at a table with charts and graphs, discussing work.

THE GOAL

We aim to deliver select, actively managed strategies you can stay comfortably invested in, regardless of market conditions.

THE IDEA

We believe earnings growth, teamed with strong fundamentals and reasonable valuation, is the primary determinant of long-term stock price appreciation.

THE PREMISE

We assess potential investments with a critical eye for :

Competitive positioning
Financial strength
Management capability

EVERY YEAR BETTER

Public recognition through accolades and quarterly performance records is nice. But, the Oak Ridge Way of investing is not about short-term accomplishments. It is about diligently and patiently looking for companies with highly dependable results.

Two people in a business setting discuss a chart on a clipboard. One points to the document while the other listens. Both are sitting at a table with a laptop nearby.

OUR PASSION, YOUR PORTFOLIO

Active investing is our niche, our forte, and our passion. It’s what our clients call on us to do, and it’s why they put their confidence in us. It’s why we never stop looking for companies that have strong positions, compelling stories, and undeniable earnings potential. It is our belief that these are the characteristics of real, enduring growth. And it is by investing in these companies that we can help our clients build their portfolios over the long run.

A man in a suit holding a laptop stands in the foreground of an office. In the background, four people sit at a table having a meeting. Large windows reveal a cityscape outside.