Oak Ridge Investments

Oak Ridge Investments is an investment manager based in Chicago that concentrates on growth investing. People often describe it as a boutique manager. Its analysts look for companies with strong market positions, convincing stories and clear earnings potential.

What Oak Ridge Investments does

• Growth equity investing: selecting stocks of growing companies that fit its own criteria.
• Patient, long-term approach: investing in steadily high-performing businesses in the expectation of reliable long-term results.
• Peer-reviewed recommendations: each investment idea is tested through internal review, which the firm calls the hot seat.

Who it serves

The firm manages money for clients, including through advisory programmes offered by UBS. Its regulatory documents, Form ADV Parts 1 and 2, are published on its site.

Key facts

• Based in: Chicago, Illinois, USA
• Specialism: growth investing
• Process: peer review of every recommendation