Revenue Weighted Large Cap
The OFI Global Revenue Weighted Large Cap strategy gives investors access to the same broad basket of stocks as the S&P 500® Index. Each security in the index is ranked by top line revenue, instead of market capitalization. The strategy seeks to outperform the total return performance of the S&P 500® Index.
The Revenue Weighted Large Cap strategy gives investors access to the same broad basket of stocks as the S&P 500® Index. Our transparent investment process re-weights the S&P 500® by each company's revenue, producing a portfolio which we think potentially is a better representation of economic contribution to the index. By ranking through revenue instead of market capitalization, we remove the potential bias towards overvalued stocks while maintaining transparency and broad diversification that has historically attracted investors to index strategies.
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.