Many portfolios of U.S. investors are tilted toward domestic stocks, but we believe this home bias makes for a missed opportunity. The U.S. share of the world’s gross domestic product (GDP) is relatively small. Meanwhile, other economies are growing.
1. Providing Core International Equity Exposure: The Fund seeks to invest in the best of both value and growth and thus offer a balanced exposure to thematic growth companies, value stocks, and undervalued restructuring opportunities. Investments are identified through a fundamental, bottom-up process.
2. Mitigating Macroeconomic Risk: The fund’s strategy employs a macro overlay to help position the portfolio to participate in market upswings and limit market pullbacks. Our experienced portfolio-management team will tactically tilt toward more cyclical value companies or higher quality growth companies according to the economic and business cycle. Increased levels of cash and currency hedging may also be used to help cushion the portfolio against market volatility.
Visit our product page to learn more about this fund.
Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value. Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes, regulatory and geopolitical risks. Emerging and developing market investments may be especially volatile. Eurozone investments may be subject to volatility and liquidity issues. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Mid-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a mid-sized company, if any gain is realized at all
OppenheimerFunds is not undertaking to provide impartial investment advice or to provide advice in a fiduciary capacity.
These views represent the opinions of 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.