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Laton Spahr, CFA

Value and Income Equity Team Leader, Portfolio Manager

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Tenure

  • 18 YRS

    Industry

  • 4 YRS

    Oppenheimer

  • B.S. from University of Wyoming
  • M.S. from University of Wisconsin

Laton Spahr, CFA serves as Value and Income Team Leader and portfolio manager of Oppenheimer Mid Cap Value Fund, Oppenheimer Dividend Opportunity Fund and Oppenheimer Value Fund. Prior to joining the Firm, Mr. Spahr was a senior portfolio manager at Columbia Management Investment Advisors where he managed value and income strategies across institutional and retail investment channels, and was with Columbia for 12 years.

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  • B.S. from University of Wyoming
  • M.S. from University of Wisconsin
Value and Income Equity Team
Eric Hewitt

Portfolio Manager

Michael Levine, CFA

Portfolio Manager

Kyle Bergacker

Research Analyst

Keye Chow

Senior Research Analyst

Daniel Hozian, CFA

Senior Research Analyst

Allison Lewis, CFA

Senior Research Analyst

David R. Moore

Senior Research Analyst

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On Twitter Now

@OppFunds Nov 12 PM Laton Spahr talks “anemic revenue growth” w/ @WSJ http://t.co/RoLGoUfxZv

Managed Funds

Average Annual Total Returns (%) as of 6/30/17
  • A
Fund Name Managed Since YTD as of
  • 8/18/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Mid Cap Value Fund A - QVSCX (NAV)
3/11/2013 2.22 17.98 6.01 14.24 3.95 9.94
1/3/89
1.20
 
Mid Cap Value Fund A - QVSCX (with Sales Charge)
3/11/2013 2.22 11.21 3.94 12.89 3.33 9.71
1/3/89
1.20
 
Value Fund A - CGRWX (NAV)
3/11/2013 5.73 18.52 5.86 12.50 4.19 9.69
9/16/85
0.97
 
Value Fund A - CGRWX (with Sales Charge)
3/11/2013 5.73 11.71 3.79 11.18 3.58 9.48
9/16/85
0.97
 
Dividend Opportunity Fund A - OSVAX (NAV) 3/11/2013 4.11 13.46 5.92 11.13 2.42 7.99
11/26/02
1.16
 
Dividend Opportunity Fund A - OSVAX (with Sales Charge) 3/11/2013 4.11 6.94 3.85 9.82 1.82 7.55
11/26/02
1.16

Insights

Domestic Equity

Intrinsic Value: Chasing the Unicorn of Investing

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

Investors seeking “intrinsic value” in stocks are chasing a myth.

Domestic Equity

The Virtue of Complexity for Investors

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

In a suddenly more complex world, underlying fundamentals are again driving stock prices.

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

Domestic Equity

Dividend Stocks: Fads, Factors, and Fundamentals

Value and Income Equity Team Leader, Portfolio Manager

Portfolio Manager

Senior Client Portfolio Manager

3Fs―Fads, Factors, Fundamentals―are driving the popularity of dividend-paying stocks.

Domestic Equity

A Unique Approach to Dividend Investing

Dividend strategies can serve investors well over time and help limit volatility's impact.

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. 

On 2/22/2008 and 3/31/2008 for RWL, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates. On 9/30/2008, the last trade price for RWL was used to calculate market return because an uncorrected, failed trade resulted in an incorrect 4:00pm EST midpoint bid/ask price on that date. On 2/22/2008 and 3/31/2008 for RWJ, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates.

The NAV return is based on the net asset value of the Fund and the market return (MKT) is based on the market price per share of the Fund. The price used to calculate MKT is determined by using the midpoint between the highest bid and the lowest offer on the primary stock exchange on which the shares of the Fund are listed for trading when the Fund's NAV is calculated at market close. MKT and NAV assume dividends and capital gain distributions have been reinvested in the Fund at market price and NAV, respectively. Returns less than one year are cumulative.

  1. 1. Effective on 12/11/13, the Fund mainly invests in dividend paying stocks that the portfolio manager believes are undervalued. Performance prior to 12/11/13 is not indicative of performance for any subsequent periods.
  2. A. Returns are preliminary and subject to change until the first business day of the month.
  3. B. 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.
  4. C. "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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