BNET Industries
Last Fiscal Year Sales:$17.4M
- Private
- US
Dow Jones Description
Oak Value was founded in 1986 by two young entrepreneurs with the good fortune to have studied sound, successful investment principles and the vision to put them to work. Over time we have attracted a focused core of like-minded investment professionals who are passionate about implementing a time-tested and disciplined philosophy: to buy above average quality businesses at a discount from intrinsic value and to generate superior investment results. We are value investors with an objective to prudently grow capital over time. Our approach is guided by the principles and techniques of Benjamin Graham and Warren Buffett. From a strategic perspective, we do what we suspect you would do if you were investigating an investment of your own money in a business as a partner. We want to buy small pieces of companies, via their publicly traded shares, that are selling for a sizable discount from the rational price that a knowledgeable acquirer would pay for the whole business...
Marketing Communications Manager
Bonnie P. StephensNumber of Employees 20
Contact Information
3100 Tower Blvd Ste 700
Durham, North Carolina 27707
1 919 419 1900
Peer Companies
NAICS Code Portfolio Management: 523920
News & Analysis
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oak value capital management inc. - All News and Analysis
Oak Value Capital Management, Inc. Announces Portfolio Manager Appointment
- 2008-09-17
DURHAM, N.C. -- The Investment Committee of Oak Value Capital Management, Inc. is pleased to announce today that Christy L. Phillips has been promoted to the position of portfolio manager. She will join Larry D. Coats, Jr. and David R. Carr, Jr. as the third member of the firm's portfolio...
Oak Value Capital Management.(Triangle)(Larry Coats Jr. appointed CEO)(Brief Article)
- 2003-10-01
DURHAM -- Oak Value Capital Management appointed Larry Coats Jr. CEO and president, replacing co-founder George Brumley III, who was killed in a plane crash in Kenya. Co-founder David Carr remains chairman and chief investment officer.
Oak Value Capital Management.(Triangle)(George Brumley)(Brief Article)
- 2003-09-01
DURHAM -- George Brumley III, 42, chairman and CEO of investment company Oak Value Capital Management, was killed July 19 in a plane crash in Kenya, along with 11 family members.
Warren piece. (Oak Value Capital Management)(Company Profile)
- 1997-11-01
There's nothing novel about the way it picks stocks, but lately Oak Value has beaten Buffett at his own game. As 16-year-olds in the late '70s, at an age when most boys are thinking about cars and sports, George Brumley and Dave Carr were mulling whether...
Warren piece. (Oak Value Capital Management)(Company Profile)
- 1997-11-01
There's nothing novel about the way it picks stocks, but lately Oak Value has beaten Buffett at his own game. As 16-year-olds in the late '70s, at an age when most boys are thinking about cars and sports, George Brumley and Dave Carr were mulling whether...
Top Tar Heel stocks of the '90s. (North Carolina)(includes related article on Oak Value Capital Management Inc.)
- 1995-03-01
David R. Carr Jr. figures that among them Oak Value Capital Management's five portfolio managers have visited almost every large public company in North Carolina. They've sat down with management, poked around the plants and chatted with employees. It's a good way to get a handle...
Top Tar Heel stocks of the '90s. (North Carolina)(includes related article on Oak Value Capital Management Inc.)
- 1995-03-01
David R. Carr Jr. figures that among them Oak Value Capital Management's five portfolio managers have visited almost every large public company in North Carolina. They've sat down with management, poked around the plants and chatted with employees. It's a good way to get a handle...
- 1
Decision Makers
| Name (plus bio) | Position |
|---|---|
| Bonnie P. Stephens | Marketing Communications Manager |
| Organization | Position | Status |
|---|---|---|
| Oak Value Capital Management, Inc. | Marketing Communications Manager | Current |
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