OppenheimerFunds (22) 365 Familes, 980 Interview Based Profiles

Oppenheimer Total Return Bond Fund

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.
 

$1.93 billion

Oppenheimer Emerging Markets Innovators Fund

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.

$530 million

Oppenheimer Global Fund

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.

$11.5 billion

Oppenheimer International Equity Fund

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. 

$1.8 billion

Oppenheimer Global Value Fund

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.

$554 million

Oppenheimer Mid Cap Value Fund

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. 

$1.4 billion

Oppenheimer Fundamental Alternatives Fund

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.

 

$1.2 billion

Oppenheimer Equity Income Fund

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. 

Oppenheimer Capital Appreciation Fund

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. 

Oppenheimer Main Street Small Cap Fund

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.

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