OppenheimerFunds(22)

Rate Agnostic, Credit-Centric Risk Managers

Oppenheimer Total Return Bond Fund

Feb 22, 2019

Financial markets are inherently fragile and prone to suffering significant declines in times of stress. For Peter Strzalkowski, CFA, portfolio manager of the Oppenheimer Total Return Bond Fund, the primary goals are to protect value, to be negatively correlated to equity markets during large negative drawdowns, and to add steady alpha with minimal risks.
 

Diversified U.S. Credits

Oppenheimer Limited-Term Government Fund

US> Multi-Cap > Growth

Jun 22, 2012

When advisors turn to bond funds for allocating capital based on a client’s risk profile, the primary objective is to secure principal. Krishna Memani explains how the Oppenheimer Limited Term Government Fund invests in U.S. Treasuries and agency debt, seeking to offer downside protection in addition to the safety of principal.

Access to the MidStream Energy Market

SteelPath Funds

US

May 25, 2012

The United States is going through an energy production boom with natural gas, natural gas liquids and crude oil production expected to increase dramatically in the next five years. At SteelPath Advisors, Brian Watson and his team scour the midstream sector for companies with fee-like revenues and sustainable business models in their MLP-driven stock selection.

Global Investing MANTRA

Oppenheimer Global Opportunities Fund

US> Multi-Cap > Growth

Oct 29, 2010

Investing in growth stocks calls for a clearly defined combination of investment objectives and thematic perspectives. Frank V. Jennings and his research team at the Oppenheimer Global Opportunities Fund search for companies that can sustain their earnings and benefit from either the development of new technologies, spread of wealth, shifting demographics, or corporate restructuring.

Precious Assets

Oppenheimer Gold and Special Minerals Fund

May 04, 2010

If technology and geology play a pivotal role in the precious metals industry, a thorough understanding of the geopolitical environment on the ground proves equally important for the savvy investor in this marketplace. Shanquan Li, portfolio manager of the Oppenheimer Gold and Special Minerals Fund, makes his selections in the sector by segregating companies based on a well-structured three-tier model.

Multiple Perspectives on Real Estate

Oppenheimer Real Estate Fund

US> Mid-Cap > Core

Aug 04, 2006

The Oppenheimer Real Estate Fund is managed using a fundamental, research-driven approach which combines traditional equity securities analysis with access to the resources of Cornerstone Real Estate Advisers, the real estate investment advisory company that sub-advises the Fund. Fund Manager Scott Westphal believes this gives the fund a unique perspective on the marketplace as well as the ability to identify current and long-term trends.

Different at the Core

Oppenheimer Core Bond Fund

US> Large-Cap > Growth

Oct 17, 2005

Abond fund that doesn't particularly emphasize yield may surprise you, but this approach fits well into the philosophy of the Oppenheimer Core Bond Fund. High yields are associated with high risk, and that is something the Fund’s managers try to avoid. Different from its peers, the fund focuses on what investors expect from a core bond allocation – consistent, competitive risk-adjusted returns.

Defining Leaders and Growth

Oppenheimer MidCap Fund

US> Small-Cap > Growth

Jun 08, 2005

John O’Hare, the manager of the Oppenheimer MidCap Fund, focuses on high quality companies with experienced management, strong financials and low debt. These are companies with the sustainable long-term advantages that make them leaders in their respective industries.

Core and Stable

Oppenheimer Main Street Fund

Sep 27, 2004

Managers of “core funds” strive to achieve an optimal balance between growth and value consistent with the fund’s defined risk. Finding that right balance and staying ahead of the markets requires both nimbleness...

Growth on the Horizon

Oppenheimer Emerging Growth Fund

US> Large-Cap > Value

May 14, 2004

Small and micro cap funds require fund managers to be risk takers and cautious at the same time. Historically, this universe of stocks is not well covered or researched by Wall Street brokers, and investors do not have enough timely information regarding these companies. The Oppenheimer Emerging Growth fund is one of the unique funds that seek emerging growth in all the right places.

Clean Sheet

Oppenheimer Value Fund

US> Small-Cap > Core

Dec 15, 2003

Under Chris Leavy’s leadership, The Oppenheimer Value Fund has risen from being an underachieving fund to one of the top performing large cap value funds over the past three years. He told Ticker what he believes it takes to beat the peer group year in and year out.

Targeting Real Growth in Large Caps

Oppenheimer Growth Fund

GL> Science/Technology >

Jun 24, 2003

Bruce Bartlett looks for companies that are generating real growth by increasing sales and revenues, not just earnings from cost cutting methods. With the economy showing signs of sustained improvement, shareholders in the $1-billion Oppenheimer Growth Fund should benefit from Bartlett's expertise in targeting growth companies in the large cap arena.

The Kindness of Commodities

Oppenheimer Real Asset Fund

US> Small-Cap > Value

Apr 01, 2003

Although Morningstar places Oppenheimer's Real Asset Fund in the natural resources category, during our interview with lead manager Kevin Baum, Ticker learned that the fund goes beyond investments in instruments such as crude oil and natural gas.

Riding Structural Tailwinds

Oppenheimer International Equity Fund

US> Real Estate >

Nov 30, 2017

Often the market and industry structure plays a key role in determining the long-term performance of many businesses just as the position of a company in a particular industry does. Companies enjoying such structural tailwinds are more likely to reward investors with delivering predictable financial results. James Ayer, portfolio manager of the Oppenheimer International Equity Fund, applies a disciplined process in search of stocks with these characteristics around the globe. 

Buying Great Companies at a Discount

Oppenheimer Global Value Fund

US> Mid-Cap > Value

Nov 16, 2017

Investors have a daunting task when it comes to selecting from several thousand companies to invest, and the problem is only compounded when they are searching for opportunities around the world. Randall Dishmon firmly believes that great companies stand out regardless of where they operate, but the portfolio manager of the Oppenheimer Global Value Fund always sticks to a strict price discipline when exploring the globe for ideas.

Unanticipated Acceleration in Returns

Oppenheimer Mid Cap Value Fund

US> Small-Cap > Growth

Jun 16, 2017

Although out-of-favor stocks are generally facing serious business challenges, many of these companies could become profitable opportunities if an investment strategy takes into account how core issues are reflected in metrics, both historical and projected. Laton Spahr and Eric Hewitt, portfolio managers of the Oppenheimer Mid Cap Value Fund, apply the unorthodox approach to understanding value as a function of expectations at the company and market level, with the objective to identify and evaluate unexpected positive changes. 

Multi-Strategy and Volatility Managed

Oppenheimer Fundamental Alternatives Fund

US> Multi-Cap > Growth

May 17, 2016

As time passes, changes occur, industries evolve, economies expand and contract, and with these changes come opportunities. Michelle Borré, portfolio manager of the Oppenheimer Fundamental Alternatives Fund, and her team seek to identify and capitalize on these opportunities through fundamental research and by investing long and short across markets.

 

All Weather Small Cap Blend

Oppenheimer Main Street Small Cap Fund

Mar 23, 2015

At a first glance small caps appear to be in a world of their own when compared to the large-cap segment. Not for Matthew Ziehl and his team of analysts at OppenheimerFunds, though. The portfolio managers of the Oppenheimer Main Street Small Cap Fund apply a broader market cap perspective to the true competitive context of small caps while remaining a small-cap core portfolio.

Yield, Valuation, and Patience

Oppenheimer Equity Income Fund

US> Small-Cap > Core

Oct 29, 2015

Company fundamentals change slowly while investor perceptions can change in a matter of hours. At the same time most portfolio managers spend an enormous amount of resources discovering stock ideas with little understanding of how long they are prepared to hold. Michael Levine, who is at the helm of the Oppenheimer Equity Income Fund, looks for out-of-favor companies and is patient enough to wait for investor perception to catch up with changing company fundamentals. 

Understanding Share Value

Oppenheimer Capital Appreciation Fund

Jun 01, 2015

Companies with fiscal discipline offer unique investment opportunities, but that disciplined use of capital can vary from one company to another. Those that care about shareholders tend to wisely avoid flooding the market with a large number of shares. Michael Kotlarz and his team at the Oppenheimer Capital Appreciation Fund align their investments with the interests of shareholders by selecting companies with a track record of understanding the value of a share. 

A Different Path to Growth in Emerging Markets

Oppenheimer Emerging Markets Innovators Fund

Jun 25, 2018

In the emerging markets universe, large-cap names attract most of the attention. However, investors should also look to small- and mid-cap companies for bigger opportunities. Heidi Heikenfeld, portfolio manager of the Oppenheimer Emerging Markets Innovators Fund, navigates the area through the lens of innovation and long-term structural growth. The fund seeks companies with not only high earnings growth but also positive impact for local populations.

A Patient Approach to Global Growth Trends

Oppenheimer Global Fund

US> Small-Cap > Value

Jun 21, 2018

With a truly global focus and a long-term horizon, the Oppenheimer Global Fund invests in companies regardless of their location. What matters is whether these companies benefit from large global trends, like mass affluence or new technologies, which shape the economy over decades. Valuation is a key aspect for portfolio manager John Delano, who can patiently wait for the price to match the opportunity set.