In 1969, when most American investors were focused exclusively on the U.S. market, OppenheimerFunds recognized that a world of opportunity laid outside the United States’ borders. It was one of the first U.S. asset managers to offer a global equity fund. Since then, the firm has thoughtfully expanded its equity product offerings to include an array of global and international offerings that aim to address a diverse set of investor needs.
Today, the firm is one of the largest and most recognized managers of global and international equity assets. The firm’s Global Equity Team shares a common philosophy, while portfolio managers are still encouraged to pursue their own style in accordance with their strategy’s specific mandate. The key tenets of the team’s shared philosophy are:
- Identify investment opportunities that arise from structural growth trends, including mass affluence, new technology, restructuring, and aging.
- Invest for the long term.
- Focus on careful, bottom-up stock selection.
- Take a high conviction approach to portfolio management.
- Work within a small team for optimal decision-making and collaboration, and draw on a team of analysts who are generalists and thereby have a broad view for identifying the best opportunities in any sector or industry
To learn more about the team and our approach to global equities, read Pioneers in Global Investing.
Mutual funds and exchange traded funds are subject to market risk and volatility. Shares may gain or lose value.
Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be especially volatile.
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.