General Investing >> Money Manager Interviews >> July 29, 2014

Running Concentrated, Best-Ideas Portfolios with a Growth Focus

Stimpson, Robert D.
Robert D. Stimpson, CFA, CMT, is the Portfolio Manager of the River Oak Discovery Fund, the Rock Oak Core Growth Fund and the Black Oak Emerging Technology Fund at Oak Associates Funds. He is also Co-Portfolio Manager of the White Oak Select Growth Fund. Prior to joining the adviser in 2001, Mr. Stimpson served as an equity market analyst for IDEAglobal in New York City, and as a financial consultant for Merrill Lynch in Connecticut. Mr. Stimpson holds a B.A. in international Studies from Dickinson College and an MBA from Emory University. He holds the Chartered Financial Analyst, CFA, and the Chartered Market Technician, CMT, designations. Mr. Stimpson has more than 17 years of investment experience. Profile
TWST: Tell me a little bit about Oak Associates.

Mr. Stimpson: Oak Associates is a concentrated growth manager. We have been around since 1985 running best-ideas portfolios. We believe