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.
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.