Scott William Loyek

Oak Value Capital Management is a GARP investment manager. The firm seeks to invest in high-quality companies with solid competitive advantages and capable, fair-minded management teams that can be purchased at sizable discounts from their intrinsic values. Their investment approach is based on the idea that current market price is not always an accurate reflection of a company's true worth. Oak Value Capital Management's investment horizon is 3 to 5 years. The firm builds focused portfolios consisting of 20 to 30 stocks. Though not limited by sector, the firm tends to invest in the stocks of companies in the finance, consumer non-durables and technology services sectors. They invest primarily in the stocks of US large-cap companies. Oak Value Capital Management maintains a low turnover rate

Functions as a College/University

O'Brien structures high-quality, diversified portfolios to weather market ups and downs. They primarily invest in mutual funds and exchange-traded funds. The firm’s investment philosophy is organized around two primary investment objectives: (1) to preserve clients’ capital and purchasing power and (2) to earn an attractive rate of return on clients’ assets. The investment strategy created for each client is based on that client’s objectives and tolerance for risk.

TWM uses demographic and financial information provided by the client to assess the client’s risk profile and investment objectives in determining an appropriate plan for the client’s assets. The firm uses analytical tools to develop asset allocation strategies. The portfolio management team generally relies on fundamental securities analysis with some emphasis on utilizing charting or cyclical analysis as well.