Emerging Markets Equity
Emerging Market Fundamentals Are Strengthening
A nascent recovery and strengthening EM stock fundamentals are creating attractive opportunities.
May 16, 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.