An Investment Perspective on the French Election
The election's long-term impact on French portfolio holdings should be limited.
April 21, 2017
A large-cap strategy focused on investing in international companies that are expected to grow at a faster pace than global economic output.
We take a bottom-up approach seeking high quality companies that are exposed to, and able to monetize durable, secular growth trends. We are patient, long-term investors focused on identifying companies that can sustain relatively high returns on invested capital and that are trading at attractive valuations. The result is a low-turnover portfolio of 100-125 high quality stocks with a wide range of structural growth drivers.
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.
George Evans, CFA, serves as CIO, Equities, overseeing both the U.S. and international equities teams. He is also a portfolio manager of the International Growth strategy and Oppenheimer International Diversified Fund.
Robert Dunphy, CFA, serves as co-portfolio manager of the International Growth strategy. Previously, Mr. Dunphy served as an analyst on the strategy for seven years.