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Michael Kotlarz

Portfolio Manager

Bw michael kotlarz 469x264

Tenure

  • 22 YRS

    Industry

  • 8 YRS

    Oppenheimer

  • B.A. from Cornell University

Michael Kotlarz serves as a portfolio manager of Oppenheimer Capital Appreciation Fund and Oppenheimer Equity Fund. Prior to joining the Firm in 2008, he was a managing director of equity research at Ark Asset Management. Prior to that, he spent several years on the sell side at DLJ and started his career at NatWest Securities in the equity research department.

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  • B.A. from Cornell University
Growth Equity Team
Neil M. McCarthy

Director of Growth Equities, Portfolio Manager

Ronald Zibelli Jr., CFA

Senior Portfolio Manager

Joseph Higgins

Portfolio Manager

Justin Livengood, CFA

Portfolio Manager

Ash Shah, CFA, CPA

Portfolio Manager

Emanuele S. Bergagnini, CFA

Senior Analyst

Julie Burke, CFA

Senior Analyst

Christine Carballo

Portfolio Analyst

Ryan Dolan

Research Analyst

Mary Dugan Sheridan, CFA

Senior Analyst

Trish Grady

Senior Analyst

Daniel Grasman, CFA

Senior Analyst

Christopher Mashia, CFA

Senior Analyst

Anna Toshach, CFA

Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 8/31/16
Fund Name Managed Since YTD as of
  • 9/29/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Capital Appreciation Fund A - OPTFX (NAV)
6/29/2012 -1.69 -7.01 9.82 8.85 5.29 11.45
1/22/81
1.06
 
Capital Appreciation Fund A - OPTFX (with Sales Charge)
6/29/2012 -1.69 -12.36 7.68 7.57 4.67 11.26
1/22/81
1.06
 
Equity Fund A - OEQAX (NAV)
6/29/2012 1.60 -5.25 8.59 8.25 5.35 9.84
10/2/47
1.03
 
Equity Fund A - OEQAX (with Sales Charge)
6/29/2012 1.60 -10.70 6.47 6.98 4.73 9.68
10/2/47
1.03
 
Capital Appreciation Fund/VA (NAV)
6/29/2012 -1.62 -6.84 10.16 9.22 5.71 9.67
4/3/85
0.81
 
Capital Appreciation Fund/VA (with Sales Charge)
6/29/2012 -1.62 -6.84 10.16 9.22 5.71 9.67
4/3/85
0.81
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