The best investments come from imagining a future that is different from the past.
Portfolio Manager John C. Delano believes it takes optimism to view the world this way. But it seems inevitable that with more knowledge and more connections people will create things that can’t be imagined today.
John looks for companies that can imagine a different future and then figure out how to survive and thrive in it. As a patient investor, he looks for the companies that know how to endure in an ever-changing future.
These views represent the opinions of the Portfolio Manager at OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.