Markets & Economy
10 Things to Know About Emerging Market Stocks
We believe there are 10 factors warranting the rotation toward emerging market equities.
June 15, 2017
An emerging markets equity strategy that invests in small and mid-cap companies with sustainable advantages and innovative or disruptive business models.
The investment team uses a bottom-up fundamental investment approach and seeks to invest over a three- to five-year time horizon. Sector and geographic allocation are the byproduct of the companies in which we invest. Our structural growth themes provide a framework for understanding what we believe will be driving forces of equity growth and help guide stock selection. While themes are unchanging, the subthemes and industries are constantly evolving.
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.
Heidi Heikenfeld is a portfolio manager of the small and mid-cap focused Emerging Markets Innovators strategy. From 2002 to 2012, she was a senior analyst on the Global Multi Cap Growth strategy, where she worked as a small and mid-cap specialist with a particular focus on identifying transformational growth opportunities in the Consumer, Healthcare and Technology sectors. Prior to that, Ms. Heikenfeld was a bond analyst for two years at the Firm.
Justin Leverenz, CFA serves as director of Emerging Market Equities and is a portfolio manager of the Emerging Markets strategy and Emerging Markets Innovators strategy. 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.