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Justin Leverenz, CFA

Director of Emerging Markets Equities

Justin Leverenz, CFA serves as Director of Emerging Market Equities and is a portfolio manager of Oppenheimer Developing Markets Fund and Oppenheimer Emerging Markets Innovators Fund. Mr. Leverenz joined the Firm in 2004 as a senior analyst, supporting the Global Equity strategy. He has managed the Emerging Markets Equity strategy since 2007. Prior to that, he was at Goldman Sachs, Barclays de Zoete Wedd and Martin Currie Investment Managers.

  • B.A. and M.A. from University of California, San Diego

Tenure

  • 22YRS

    Industry

  • 11YRS

    Oppenheimer

Emerging Markets Equity Team

Heidi Heikenfeld, CFA

Portfolio Manager

John Paul Lech

Senior Research Analyst

Igor Tishin

Senior Research Analyst

Lun Rao, CFA

Research Analyst

Agata Strzelichowski

Research Analyst

Tan Van Nguyen

Research Analyst

On Twitter Now

@OppFunds Feb 13 In #EmergingMarkets we uncover hidden investment opportunities and hidden talent #EmergingVoices #Leverenz http://t.co/CLLVQVgjoi

Managed Funds

Average Annual Total Returns (%) with sales charge as of 6/30/15
Fund Name Inception Date Managed Since YTD as of
  • 8/28/15
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Since Inception Gross Expense Ratio (%)
 
Developing Markets Fund A - ODMAX 11/18/1996 5/1/2007 -14.61 -15.75 2.65 4.73 9.63 12.48 1.33
 
Emerging Markets Innovators Fund A - EMIAX 6/30/2014 6/30/2014 -6.54 -11.37 -11.37 1.79

Insights

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Why OppenheimerFunds

Innovation Opens Investment Opportunities

Justin Leverenz

Director of Emerging Markets Equities

Investments in innovation focus on long-term opportunities rather than short-term trends.

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Equities

A Long-term Perspective on China's Stock Market

Justin Leverenz

Director of Emerging Markets Equities

John Paul Lech

Senior Research Analyst

In spite of the market volatility, our focus on finding quality companies is unchanged.

Equities

Why Invest in Emerging Market Equities?

Emerging market output continues to grow while valuations remain attractive.

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Equities

Emerging Markets: A Mid-Year Perspective

Justin Leverenz

Director of Emerging Markets Equities

We see some encouraging signs of stabilization, but no recovery yet in trade or credit.

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Equities

What's Next in the Emerging Markets?

Justin Leverenz

Director of Emerging Markets Equities

Justin Leverenz still focuses on choosing high-quality companies at appropriate prices.

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Equities

EM Equities: Why Exceptional Companies Matter

Owning exceptional emerging market companies is the best way to access long-term growth.

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R  are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25%  for Class R shares. Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months). Class Y shares are not subject to a sales charge. 

    "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.

  1. 1. Special Risks: 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. Investments in securities of growth companies may be volatile. 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. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk.
  2. 2. As of 4/12/13, the purchase and exchange of Fund shares is restricted, subject to certain exceptions. Please see the prospectus supplement for further information.
  3. 3. This is a new Fund with a limited operating history and an inception date of 6/30/14.
  4. 4. Special Risks 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. These risks are magnified in frontier markets. Investing significantly in a particular region, industry, sector or issuer may increase volatility and risk. Small and 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 small-sized or mid-sized company, if any gain is realized at all. Investments in securities of growth companies may be volatile.
  5. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
  6. B. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.
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