Our Philosophy

Oak Ridge Investments believes earnings growth is the primary driver of long-term stock price appreciation. Accordingly, our efforts focus on identifying high quality companies that are able to consistently grow earnings and which trade at reasonable valuations. We invest in companies with growing earnings driven by sound business strategies, solid financials, proven management teams, powerful products/services and growing sales. Our investment decisions balance the potential for returns with a thorough assessment of potential risks.

We thoroughly analyze the fundamentals of each company we are considering for investment, and we make our investment decisions only at valuations that represent a reasonable balance between risk and potential returns. We take a long term perspective toward portfolio investments and portfolio turnover tends to be low. This philosophy has allowed Oak Ridge to consistently outperform the market while mitigating investor risk.

Discerning
We identify high-quality companies that have a history of consistent earnings growth and that we believe will continue to sustain earnings growth.

We require solid balance sheets, strong management, a history of favorable competitive position and good cash flow.

Deliberate
We only buy at a price that represents a reasonable balance between risk and potential return.
We manage for consistent long-term performance with relatively low portfolio turnover.

Disciplined
We commit to style and process purity at all times.