Small Cap Core

Investment Approach & Vehicles

The portfolio managers employ fundamental research to identify companies with a strong value creation potential and a compelling risk/reward profile.

Funds 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.

Meet the Team

Matthew Ziehl, CFA

Portfolio Manager

Matthew Ziehl, CFA, serves as lead portfolio manager of the Small Cap Core strategy and co-portfolio manager of the Mid Cap Core strategy. He is also a sector manager for the REITs, lodging, and business services sectors across all of the Core Equity Team’s strategies. Prior to joining the Firm, Mr. Ziehl managed the RS Small Cap Core Alpha product at RS Investments.

Adam Weiner

Portfolio Manager

Adam Weiner serves as co-portfolio manager of the Small Cap Core strategy. He also serves as sector manager for industrials and materials across all of the Core Equity Team’s strategies. Prior to joining the Firm, Mr. Weiner was a sector manager for industrials and materials at RS Investments. Previously, he was a director and senior equity analyst at Credit Suisse Asset Management.

Meet the Full Team

Small-sized company stock is typically more volatile than that of larger company stock. It may take a substantial period of time to realize a gain on an investment in a small-sized company, if any gain is realized at all. Diversification does not guarantee profit or protect against loss.

Spoof Access

Equity

Small Cap Core

Matthew Ziehl, CFA

Adam Weiner

Manind Govil, CFA

Raymond Anello, CFA

Joy Budzinski

Kristin Ketner

Magnus Krantz

Paul Larson

Benjamin Ram

Raman Vardharaj, CFA

Sudip Lahiri, CFA

Mathias D. Strohfeldt, CFA

Trish Grady

Christopher Mashia, CFA

Emanuele S. Bergagnini, CFA

Jason Farrell, CFA