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Robert Stimpson

Portfolio Manager at Oak Associates LTD /oh/

Akron, OH , United States

About

Robert D. Stimpson is Chief Investment Officer, Portfolio Manager, and Managing Partner at Oak Associates Ltd, based in Akron, Ohio. He co-manages several funds including the White Oak Select Growth Fund, Pin Oak Equity Fund, Rock Oak Core Growth Fund, River Oak Discovery Fund, Red Oak Technology Select Fund, Black Oak Emerging Technology Fund, and Live Oak Health Sciences Fund, overseeing $1.4 billion in assets. His core responsibilities include identifying and selecting high-quality growth companies with robust profit margins and strong earnings growth, focusing on building concentrated portfolios in U.S. equities with sector specializations in technology, healthcare, and emerging industries.

Stimpson joined Oak Associates in 2001 after serving as an equity market analyst at IDEAglobal in New York City and as a financial consultant with Merrill Lynch in Connecticut. He has accumulated more than 25 years of investment experience and is notable for consistently outperforming his peers, with his River Oak Discovery and Live Oak Health Sciences funds ranking in the top 97th percentile for performance over recent multi-year periods.

Mr. Stimpson holds an MBA in International Finance from Emory University's Goizueta Business School and a BA in International Studies from Dickinson College. He is a CFA and CMT charterholder, and an active member of both the CFA Institute and the Chartered Market Technicians Association, reflecting his expertise in both fundamental and technical analysis in investment management.

Career History

OrganizationRoleDate RangeDetails
Oak Associates FundsPortfolio ManagerJan 2001 to Present

Education

Emory University - Goizueta Business School

Master of Business Administration (MBA), International Finance

1999 2001

Dickinson College

Bachelor of Arts (B.A.), International/Global Studies

1991 1995

Skills & Expertise

Customer Service
Portfolio Management
Project Management
Financial Analysis
Microsoft Excel
Microsoft Office
Asset Management
Equities
Bloomberg
Financial Markets
Fixed Income

Others at Oak Associates LTD /oh/ (2)

NameRoleLocation
Jeff Travis
Jeff Travis
Portfolio ManagerHudson, OH , United States
Nolan C.
Nolan C.
AnalystMedina, OH , United States