Info

Oak Value was founded in 1986 by two young entrepreneurs with the good fortune to have studied sound, successful investment principles and the vision to put them to work. Over time we have attracted a focused core of like-minded investment professionals who are passionate about implementing a time-tested and disciplined philosophy: to buy above average quality businesses at a discount from intrinsic value and to generate superior investment results. We are value investors with an objective to prudently grow capital over time. Our approach is guided by the principles and techniques of Benjamin Graham and Warren Buffett. From a strategic perspective, we do what we suspect you would do if you were investigating an investment of your own money in a business as a partner. We want to buy small pieces of companies, via their publicly traded shares, that are selling for a sizable discount from the rational price that a knowledgeable acquirer would pay for the whole business. We focus on buying good businesses with good management at attractive prices, through independent research focused on assessing a company, its leadership, and its investment potential at different acquisition prices. We do not believe that the stock market necessarily represents accurate values for a company in the short term. Therefore, we view the stock market as a wonderful mechanism that allows us to buy and sell shares of high quality businesses.