Revenue Weighted Small Cap
The OFI Global Revenue Weighted Small Cap strategy gives investors access to the same broad basket of stocks as the S&P SmallCap 600® Index. Each security in the index is ranked by top line revenue, instead of market capitalization. The strategy seeks to outperform the total return performance of the S&P SmallCap 600® Index.
The Revenue Weighted Small Cap strategy gives investors access to the same broad basket of stocks as the S&P SmallCap 600®. Our transparent investment process reweights the S&P SmallCap 600 by each company's revenue, producing a portfolio which we think is a better representation of companies' economic contribution to the index. By ranking through revenue instead of market capitalization, we remove the traditional index's bias towards overvalued stocks while maintaining the transparency and broad diversification that has historically attracted investors to index strategies.
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.
Vincent T. Lowry
Vince Lowry is the Lead Portfolio Manager for the Revenue Weighted Strategy Team. He was the founder and architect behind the creation of RevenueShares ETFs, acquired by OppenheimerFunds in 2015. Vince served as RevenueShares CEO & Chairman. Prior to starting RevenueShares he was a Managing Director at Smith Barney, a division of Citigroup Global Markets Inc. His early career began in the Philadelphia Police Department as a Detective Sergeant.
Justin V. Lowry
Justin serves as a portfolio manager and Vice President, Director of Research for the Oppenheimer Revenue Weighted Strategy Team. This includes the creation and development of new products, research for the development of economic white papers, creation of performance/risk measurement reports, asset attribution analysis, asset allocation analysis, and style analysis for distribution by the sales force.
Sean P. Reichert
Sean is a portfolio manager for the Oppenheimer Revenue Weighted Strategy Team. He is responsible for all trading, as well as the cash and tax management for the Funds. Sean also works closely with the product research team to develop new strategies. Sean joined VTL Associates in June 2009, and has been instrumental in the launches of more than ten ETFs across several asset classes.