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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Oak Associates Funds | Portfolio Manager | Jan 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
Others at Oak Associates LTD /oh/ (2)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager | Hudson, OH , United States | |
| Analyst | Medina, OH , United States |