Investing Like Buffett and Graham

The managers of Oak Value aim to achieve excellence by following the examples of Warren Buffett and Benjamin Graham.

Many investors claim to emulate the investing techniques of Warren Buffett and Benjamin Graham, the father of security analysis. But few do it as thoroughly as the team that runs Oak Value, a small, no-load fund run by a small company based in Durham, N.C. "Investing in good businesses, with good management, purchased at attractive prices," reads the fund's motto, posted at

The marks of Buffett and Graham are all over Oak Value Capital Management. The fund's quarterly shareholder letters contain numerous Buffettisms. And Larry Coats, one of the fund's managers, sprinkles his description of its strategy with Buffett and Graham references (other members of the investing team include Christy Phillips and David Carr Jr., the firm's co-founder; the other co-founder, George Brumley III, died in a 2003 plane crash).

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Staff Writer, Kiplinger's Personal Finance