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OppenheimerFunds, Inc.

Mutual Fund New York, United States ·Founded 1959

Overview

OppenheimerFunds, Inc. is a global asset management firm that provides a wide array of investment products and services to individual and institutional investors. The firm specializes in actively managed equity, fixed income, alternative, and multi-asset portfolios, as well as exchange-traded funds (ETFs). The company's investment approach focuses on delivering customized strategies tailored to clients' specific goals, utilizing extensive experience, resources, research, and knowledge. OppenheimerFunds serves a diverse clientele, including financial advisors, wealth managers, institutional investors, corporations, financial endowments, foundations, and sovereign wealth funds. In 2019, OppenheimerFunds was acquired by Invesco Ltd., a global investment management company, further expanding its reach and capabilities in the financial services industry.

Investment Focus

Accredited investor status required
Investment horizon of 5 years or more
Diversification across multiple asset classes
Alignment with OppenheimerFunds' investment strategies and philosophies

Portfolio Companies

AppleMicrosoftAmazonAlphabetFacebookJohnson & JohnsonExxonMobilProcter & GambleVisaPfizerTeslaBerkshire HathawayWalmartChevronCoca-ColaIntelPepsiCoIBMMcDonald'sMerck

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Frequently asked questions about OppenheimerFunds, Inc.

What sectors does OppenheimerFunds, Inc. invest in?

OppenheimerFunds, Inc. invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in New York, United States. OppenheimerFunds, Inc. is listed as a mutual fund in the ConnectSafely investor database.