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International Small-Mid Cap

Focus

An international equity strategy that invests in small- and mid-cap companies with favorable characteristics and attractive long-term growth prospects.

Investment Approach

The strategy invests primarily in small- and mid-cap companies domiciled outside the U.S. that offer opportunities for growth. The investment team looks to identify structural, durable tailwinds that will drive sustainable growth. We avoid cyclical, commoditized, heavily regulated industries and state-owned enterprises.

The team takes a contrarian investment approach, where market dislocation creates opportunities to invest in high-quality businesses. Entrance price is key to maximizing return. It is important to understand direct and indirect security risk and the probability of permanent loss. Risk needs to be assessed and diversified across regions, sectors and holdings.

International small mid cap infographic 1

Risk Management

Portfolio Level Monitoring

  • Active security, industry and sector weights
  • Projected volatility and tracking error
  • Exposure to unintended factor bets
  • Liquidity risk

Firm Level Monitoring

  • Comprehensive portfolio review with investment team and senior management
  • 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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