Quantitative Small Cap Value II

Strategy Fact Sheet with Performance | Team Biographies
Objective
OFI Institutional’s Quantitative Small Cap Value II strategy seeks to outperform the MSCI® US
Small Cap Value 1750 Index over a full market cycle.
As of 9/30/08
 Strategy AUM*:
$24M
 Excess Return Target:
250–350 bps
 Tracking Error Target:
3.5–4.5%
 Benchmark:
MSCI® US Small Cap Value 1750 Index
 Approximate Number of Holdings:
140–190
 Expected Turnover:
100–125%

*Additional $181 million managed vs. Russell 2000® Value Index.

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