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Large Cap Core

Focus

A U.S. large-cap equity strategy that employs fundamental research to identify competitively advantaged companies and/or superior execution with the potential for strong value creation and a compelling risk/reward profile.

Investment Approach

The strategy employs in-depth fundamental research to identify competitively advantaged companies and/or superior execution that have strong value creation potential and a compelling risk/reward profile.

Large cap core infographic 1

Risk Management

Security Level

  • Seek to manage risk by limiting position sizes to 3% active weight at purchase; maximum position size of 5% active weight
  • Constant monitoring and discussion to identify non-quantifiable risk

Strategy Level

  • Seek a well balanced strategy by limiting sector weights to /- 10% of benchmark
  • Barra Risk Model — monthly portfolio evaluation (60 risk factors)

Firm Level: Independent Risk Management Team

  • Independent risk group performs comprehensive portfolio reviews with investment team and senior management
  • Monitor 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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