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Laton Spahr, CFA

Value Team Leader, Portfolio Manager

Bw laton spahr 469x264

Tenure

  • 17 YRS

    Industry

  • 3 YRS

    Oppenheimer

  • B.S. from University of Wyoming
  • M.S. from University of Wisconsin

Laton Spahr, CFA serves as Value Team Leader and portfolio manager of Oppenheimer Mid Cap Value Fund, Oppenheimer Dividend Opportunity Fund and Oppenheimer Value Fund. Prior to joining the Firm, Mr. Spahr was a senior portfolio manager at Columbia Management Investment Advisors where he managed value and income strategies across institutional and retail investment channels, and was with Columbia for 12 years.

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  • B.S. from University of Wyoming
  • M.S. from University of Wisconsin
Value Equity Team
Eric Hewitt

Portfolio Manager

Michael Levine, CFA

Portfolio Manager

Kyle Bergacker

Research Analyst

Daniel Hozian, CFA

Senior Research Analyst

Allison Lewis, CFA

Senior Research Analyst

David R. Moore

Senior Research Analyst

Robert McClure

Senior Client Portfolio Manager

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On Twitter Now

@OppFunds Nov 12 PM Laton Spahr talks “anemic revenue growth” w/ @WSJ http://t.co/RoLGoUfxZv

Managed Funds

Average Annual Total Returns (%) as of 6/30/16
Fund Name Managed Since YTD as of
  • 9/26/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Mid Cap Value Fund A - QVSCX (NAV) 3/11/2013 11.27 -3.57 8.23 7.21 4.95 9.65
1/3/89
1.18
 
Mid Cap Value Fund A - QVSCX (with Sales Charge) 3/11/2013 11.27 -9.11 6.12 5.94 4.33 9.42
1/3/89
1.18
 
Value Fund A - CGRWX (NAV)
3/11/2013 4.18 -3.46 7.29 7.42 4.98 9.41
9/16/85
0.96
 
Value Fund A - CGRWX (with Sales Charge)
3/11/2013 4.18 -9.01 5.19 6.16 4.36 9.20
9/16/85
0.96
 
Equity Fund A - OEQAX (NAV)
3/11/2013 1.12 -5.25 8.59 8.25 5.35 9.84
10/2/47
1.03
 
Equity Fund A - OEQAX (with Sales Charge)
3/11/2013 1.12 -10.70 6.47 6.98 4.73 9.68
10/2/47
1.03
 
Dividend Opportunity Fund A - OSVAX (NAV) 3/11/2013 8.28 3.15 7.75 5.42 4.15 7.60
11/26/02
1.16
 
Dividend Opportunity Fund A - OSVAX (with Sales Charge) 3/11/2013 8.28 -2.79 5.65 4.18 3.53 7.13
11/26/02
1.16

Insights

Domestic Equity

Dividend Stocks: Fads, Factors, and Fundamentals

Laton Spahr

Value Team Leader, Portfolio Manager

Eric Hewitt

Portfolio Manager

Robert McClure

Senior Client Portfolio Manager

3Fs―Fads, Factors, Fundamentals―are driving the popularity of dividend-paying stocks.

Domestic Equity

Brexit Happened and Small-Cap Stocks Don't Care

Laton Spahr

Value Team Leader, Portfolio Manager

Eric Hewitt

Portfolio Manager

Robert McClure

Senior Client Portfolio Manager

The UK’s decision to leave the EU may have little impact on U.S. small-cap companies.

Domestic Equity

Dividends Tell a Better Story than Corporate Earnings

Laton Spahr

Value Team Leader, Portfolio Manager

Eric Hewitt

Portfolio Manager

Robert McClure

Senior Client Portfolio Manager

How a company handles dividends can reveal its potential for stock gains.

Domestic Equity

Is Growth Stock Outperformance vs Value Losing Steam?

Laton Spahr

Value Team Leader, Portfolio Manager

Robert McClure

Senior Client Portfolio Manager

Eric Hewitt

Portfolio Manager

We believe today’s value investing opportunities are the best we’ve seen in years.

Domestic Equity

It’s Time to Turn Up the Volume on Financial Stocks

Eric Hewitt

Portfolio Manager

Laton Spahr

Value Team Leader, Portfolio Manager

Robert McClure

Senior Client Portfolio Manager

Here’s why we see a growing investment opportunity in financial stocks.

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R  are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25%  for Class R shares. Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months). Class Y shares are not subject to a sales charge. 

  1. 1. Prior to 9/1/15, the Fund’s name was Oppenheimer Small- and Mid-Cap Value Fund.
  2. 2. Effective on 12/11/13, the Fund mainly invests in dividend paying stocks that the portfolio manager believes are undervalued. Performance prior to 12/11/13 is not indicative of performance for any subsequent periods.
  3. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
  4. B. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.
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