Oak Value's investment approach focuses on investing in good businesses, with good management, purchased at attractive prices. We manage individual portfolios for institutions and high net worth clients, operate as a sub-adviser for several financial intermediaries, and act as the investment adviser for the Oak Value Fund.

We approach investing with the philosophy, supported by a long historical background, that current market price is not always an accurate reflection of the true worth of a business. Our essential investing premise is that we can be successful over time by buying high quality companies with solid competitive advantages, run by capable, fair-minded management teams, purchased at sizable discounts from their intrinsic values. We believe that investing in this fashion, over long periods of time (minimum 3-5 years), links one’s return opportunities mainly to the success and growth of a carefully selected group of businesses with superior characteristics. Learn more >>>

Investing with Oak Value Capital Management, Inc