Revenue Weighted Dividend
The OFI Global Ultra Dividend Revenue strategy is designed to give investors access to consistent dividend-paying companies across the large- and mid-cap investment universe. The strategy seeks to outperform the total return performance of the S&P 900® Index.
The Revenue Weighted Dividend strategy is designed to give investors access to consistent dividend-paying companies across the large- and mid-cap investment universe. Our transparent investment process first ranks all stocks in the S&P 900 Index by trailing 12 month dividend yield, then weights the 60 highest yielders by revenue. Our selection process allows investors access to high yielding stocks from the sectors of the market we believe have the best current opportunity. Revenue weighting enables us to overweight dividend stocks with attractive fundamentals so intra-sector weightings are optimized.
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.
Frank A. Vallario
Frank Vallario is a Portfolio Manager on OppenheimerFunds’ Beta Solutions business. He joined the Firm from ColumbiaThreadneedle, where he oversaw the portfolio management of 12 listed ETFs representing developed, emerging and frontier markets. He also held roles at MSCI, HCM, American Independence Financial Services and UBS Global Asset Management.
Sean P. Reichert
Sean is a Portfolio Manager on OppenheimerFunds’ Beta Solutions business. Prior to this role, Sean joined VTL Associates in June 2009 as an investment Analyst and analyzed clients’ asset allocation strategies. He also researched asset managers across all asset classes and assisted with creating investment performance reports.