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Emerging Markets Equity

Focus

An emerging markets equity strategy that looks to invest in exceptional companies that are characterized by durable earnings growth with unique competitive advantages.

Investment Approach

The strategy invests in emerging market businesses that appear likely to grow at a faster pace than world GDP and may benefit from distinctive structural global growth themes that we call “Big Ideas.” Within this framework, the portfolio manager relies on bottom-up, fundamental analysis to search for exceptional businesses with sustainable competitive advantages, strong management and high return on capital. The team’s approach is benchmark agnostic with both sector and geographic allocation being the by-product of the companies the team invests in.

Emerging markets equities infographic 1

Risk Management

Security Level

  • Monitor portfolio positioning and active risk resulting from individual security selection
  • Monitor company characteristics seeking attractive risk/reward opportunities

Strategy Level

  • Broad diversification across geography, sector and market capitalization
  • Monitor and regularly stress test portfolio liquidity
  • Monitor active security, industry and sector risk

Firm Level: Independent Risk Management Team

  • Performs comprehensive portfolio reviews with investment team and senior management
  • Monitors individual security holdings across the entire firm

Available Vehicles

Other Types

For a suite of investment vehicles beyond mutual funds, please visit OFIglobal.com. OFI Global Asset Management™, an OppenheimerFunds company, delivers the firm’s investment expertise and solutions to institutional and high-net worth investors.

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