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Equity Income


A large-cap equity strategy focusing on investing in U.S. companies with above-average dividend yield and attractive valuation.

Investment Approach

The strategy focuses on identifying companies with above average yields that are mispriced based on valuation and fundamentals. In addition to common equities, the manager may also invest in convertible bonds and structured notes should they present an attractive yield and risk-reward profile.

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Risk Management

Security Level

  • Rigorous research uncovers asymmetrical return opportunities
  • Conviction in long-term earnings power and liquidity determines position sizes

Strategy Level

  • Monitor portfolio positioning and active risk resulting from individual security selection
  • Utilize quantitative tools to identify factor and style exposure

Firm Level: Independent Risk Management Team

  • Independent risk group 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 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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