We seek to identify structural growth drivers and advantaged industries that exhibit enduring growth to derive investable ideas. Our fundamental analysis focuses on a company’s global scalability and potential to maintain competitive advantages. We purchase high quality companies with a contrarian approach, buying when the market doubts persistency of earnings and excess returns. The result is a differentiated portfolio with a wide range of structural growth drivers and low turnover.
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.
Rajeev Bhaman, CFA
Rajeev Bhaman, CFA, is director of Global Equities and serves as portfolio manager of the Global Equity strategy. He formerly managed the Emerging Markets strategy from its inception in November 1996 until December 2004.
John C. Delano, CFA
John Delano, CFA serves as a co-portfolio manager for the Global Equity strategy and joined the Global Equity Team in 2011. He joined the Firm in 2007 as a senior research analyst with the Growth Team specializing in the consumer discretionary and consumer staples sectors for mid- and large-cap growth. Previously, Mr. Delano was an analyst at Putnam Investments covering large-cap growth.