Revenue Weighted Dividend
The OFI Global Ultra Dividend Revenue strategy is designed to give investors access to consistent dividend-paying companies across the large- and mid-cap investment universe. The strategy seeks to outperform the total return performance of the S&P 900® Index.
The Revenue Weighted Dividend strategy is designed to give investors access to consistent dividend-paying companies across the large- and mid-cap investment universe. Our transparent investment process first ranks all stocks in the S&P 900 Index by trailing 12 month dividend yield, then weights the 60 highest yielders by revenue. Our selection process allows investors access to high yielding stocks from the sectors of the market we believe have the best current opportunity. Revenue weighting enables us to overweight dividend stocks with attractive fundamentals so intra-sector weightings are optimized.
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.
Vincent T. Lowry
Vince Lowry is the Lead Portfolio Manager for the Revenue Weighted Strategy Team. He was the founder and architect behind the creation of RevenueShares ETFs, acquired by OppenheimerFunds in 2015. Vince served as RevenueShares CEO & Chairman. Prior to starting RevenueShares he was a Managing Director at Smith Barney, a division of Citigroup Global Markets Inc. His early career began in the Philadelphia Police Department as a Detective Sergeant.
Justin V. Lowry
Justin serves as a portfolio manager and Vice President, Director of Research for the Oppenheimer Revenue Weighted Strategy Team. This includes the creation and development of new products, research for the development of economic white papers, creation of performance/risk measurement reports, asset attribution analysis, asset allocation analysis, and style analysis for distribution by the sales force.
Sean P. Reichert
Sean is a portfolio manager for the Oppenheimer Revenue Weighted Strategy Team. He is responsible for all trading, as well as the cash and tax management for the Funds. Sean also works closely with the product research team to develop new strategies. Sean joined VTL Associates in June 2009, and has been instrumental in the launches of more than ten ETFs across several asset classes.