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Barron's: Talking with Rajeev Bhaman


  • Barron’s outlines the unconventional wisdom behind Bhaman’s “peripatetic” strategy.
  • Bhaman identifies attractive investment opportunities by drawing on myriad sources.
  • Bhaman won’t buy a stock if he thinks it doesn’t have the potential to double within five years.

Barron’s, 10/19Rajeev Bhaman, portfolio manager of Oppenheimer Global Fund (OPPAX), stands out from the crowd for the unconventional wisdom that drives his investment philosophy, which Barron’s describes as “peripatetic.”

It means that instead of relying solely on financial statements, Bhaman identifies attractive investment opportunities by drawing on many unconventional sources, including lectures, books and speeches on wide-ranging topics. A high conviction asset manager, he only buys stocks he intends to hold for the long haul.
Bhaman uses MANTRA®—mass affluence, new technology, restructuring and aging—to narrow his universe, an approach that means Oppenheimer Global Fund may look different than its MSCI World benchmark. Barron’s says Bhaman’s focus on valuation also sets him apart from other growth managers, as does his long-term view.

While Bhaman casts a wide net in his search for investment opportunities, Oppenheimer Global Fund’s goals are anything but peripatetic: no matter where the ideas originate, Bhaman won’t buy a stock unless he thinks it has the potential to double within five years.

Access the full Barron’s article to find out more about the unconventional wisdom behind Bhaman’s investment approach.


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