Objective
OFI Institutional’s Quantitative Small Cap Value strategy seeks to outperform the Russell 2000® Value Index over a full market cycle.
As of 9/30/08
 Strategy AUM*:
$181M
 Excess Return Target:
250–350 bps
 Tracking Error Target:
3.5–4.5%
 Benchmark:
Russell 2000® Value
 Approximate Number of Holdings:
160–240
 Expected Turnover:
100–125%

*Additional $24 million managed vs. MSCI® US Small Cap 1750 Value Index.

The information presented on this page is complete when read in conjunction with the related disclosure information. Please view this important related disclosure information by clicking here.


Privacy Policy | Disclosures | Site Map

© 2008, OFI Institutional Asset Management. All rights reserved. OFI Institutional Asset Management refers to OFI Institutional Asset Management, Inc. and the other members of the OFI Institutional Asset Management organization. This site has been created for institutional investors in the United States. If you are not an institutional investor, please visit www.oppenheimerfunds.com for a wide range of information about personal investing.