MUTUAL FUND ACCOUNT ACCESS CONTACT US THE OAK RIDGE WAY HISTORY PHILOSOPHY PEOPLE INVESTMENT PROCESS STRATEGIES NEWS TOOLS & RESOURCES INVESTMENT PROCESS Our process is disciplined and repeatable, but is 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, relative valuation, intangibles, or fundamentals. 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. Though we trust in our instincts and our expertise to be able to anticipate when a company might go on to realize its full potential as we see it, we back that up with intense analysis. When it comes down to it, strength and vision are the concepts we share with the companies we believe in. SECURITY SELECTION Consistent earnings growth Strong financial metrics Reasonable valuation Leading products / services PORTFOLIO CONSTRUCTION Thoughtful diversification by sector Bottom-up driven and sector-theme aware High-conviction in active positions RISK MANAGEMENT Selecting high-quality stocks relative to risk Strive for stock selection to be key source of excess return Mitigate unintended bets Understand key drivers of performance and risk SELL DISCIPLINE Deteriorating company fundamentals Unsupported valuation Risk management concerns 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. CONTINUOUS REVIEW THE OAK RIDGE WAY HISTORY PHILOSOPHY PEOPLE INVESTMENT PROCESS INSTITUTIONAL INVESTORS The Oak Ridge Way Strategies News Tools & Resources INDIVIDUAL INVESTORS The Oak Ridge Way Strategies News FINANCIAL ADVISORS The Oak Ridge Way Strategies News Tools & Resources OAK RIDGE INVESTMENTS, LLC 10 South LaSalle Street Suite 1900 Chicago, IL. 60603 Office: 312.857.1040 Fax: 312.857.1055 Toll Free: 800.825.6226 Contact Us Privacy Policy © 2021 Oak Ridge Investments