Strategies

Strategies Hero

Our SMA strategies are designed to capture growth based on earnings quality, proven competitive advantages, and reasonable valuation. We consider these factors to be the underpinnings of success—the kind of success that is unlikely to disappear overnight.

WHAT IS THE
OAK RIDGE WAY?

We aim to deliver long-term, growth-oriented strategies you can stay comfortably invested in, regardless of market conditions.

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SEPARATELY MANAGED ACCOUNTS

WHAT DRIVES US

We believe earnings growth is at the root of future share price appreciation. And we invest accordingly.