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Oppenheimer Investment Advisers
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| Our equity portfolio management is focused on large-cap value and small-cap growth investment styles, which we believe offer competitive returns and can function as important components of an overall asset allocation. Both investment styles begin with a comprehensive, qualitative screening process and employ a bottom-up investment approach in equity selection for your portfolio. To narrow down this universe of stocks, we perform rigorous quantitative research, analyzing investment fundamentals to seek out those companies that have strong financials and competitive strength. Through a careful evaluation process, we develop a list of prospective candidates. |
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Large-Cap Value
Our large-cap value equity portfolio, sub-advised by Bristlecone Value Partners, LLC, invests in high-quality companies that demonstrate consistent performance. We focus on companies that exhibit strong cash flow characteristics and trade at a discounted price to their intrinsic value. |
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Small-Cap Growth
In our small-cap growth equity portfolio, we invest in growth companies that are trading at attractive prices with solid fundamentals. We seek out companies that have strong financial characteristics, significant potential business growth, and a short-term catalyst to fuel growth. |
The goal of our fixed income strategy is to provide current income, preserve principal and offer the potential for capital appreciation. In both taxable and tax-exempt fixed income portfolios, we offer a diversified selection of high-quality securities. The foundation of our fixed income philosophy is a focus not on simple yield, but on total return—current yield plus appreciation.
We focus on the intermediate-term segment of the fixed income market, which has historically delivered most of the total return of longer-term securities with far less volatility. Our managers set maturity and duration targets only after thorough examination of both client parameters and current factors that may affect interest rates. We then determine allocations by identifying sectors that we believe offer the most attractive risk-reward tradeoff relative to the benchmarks. We select individual securities based on our credit research, economic research and the structure of the securities. |
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