Objective
OFI Institutional’s Quantitative Small Cap Core strategy seeks to outperform the Russell 2000® Index over a full market cycle.
As of 9/30/08
 Strategy AUM*:
$87M
 Excess Return Target:
300–400 bps
 Tracking Error Target:
3.5–4.5%
 Benchmark:
Russell 2000®
 Approximate Number of Holdings:
160–240
 Expected Turnover:
100–125%

*Additional $267 million managed vs. MSCI® US Small Cap 1750 Index.
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