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 specialized expertise 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.
THE GOAL
We aim to deliver select, actively managed strategies you can stay comfortably invested in, regardless of market conditions.
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.
THE IDEA
We believe earnings growth, teamed with strong fundamentals and reasonable valuation, is the primary determinant of long-term stock price appreciation.
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.
THE PREMISE
We assess potential investments with a critical eye for:
- Competitive positioning
- Financial strength
- Management capability