January 24, 2017 2:33 AM ET

Capital Markets

Company Overview of OppenheimerFunds, Inc.

Company Overview

OppenheimerFunds, Inc. is a privately owned investment manager. The firm also provides retirement planning services. It primarily provides its services to investment companies. The firm also provides its services to pooled investment vehicles and other investment advisers. It launches and manages equity, fixed income, balanced, and multi-asset mutual funds for its clients. The firm also launches and manages hedge funds for its clients. It invests in the public equity, fixed income, and alternative markets across the globe. The firm employs fundamental analysis to create its portfolio. It conducts external research to make its investments. The firm was founded in 1960 and is based in New York...

Two World Financial Center

225 Liberty Street

New York, NY 10281-1008

United States

Founded in 1960

Phone:

212-323-0200

Fax:

212-323-4070

Key Executives for OppenheimerFunds, Inc.

Chief Executive Officer, President, and Chairman
Age: 57
Chief Financial Officer
Head of Operations
Chief Investment Officer of Equities, Senior Vice President, and Director of International Equities
Age: 56
Chief Economist and Senior Investment Officer
Compensation as of Fiscal Year 2016.

OppenheimerFunds, Inc. Key Developments

OppenheimerFunds Appoints Doug Stewart as Head of European, Middle East and Africa Distribution, Based in London

OppenheimerFunds announced the appointment of Doug Stewart as Head of European, Middle East and Africa Distribution, based in London. The appointment represents a further expansion of OppenheimerFunds' International Distribution platform, which also includes the launch of a UCITS-Fund platform. Stewart will be responsible for marketing and distribution efforts throughout Europe, the Middle East and Africa. He will report to Steve Paddon, Head of Institutional & International at OFI Global Asset Management, Inc., a subsidiary of OppenheimerFunds serving institutional investors and consultants throughout the world. Prior to joining OppenheimerFunds, Stewart spent 14 years with AllianceBernstein Limited, most recently as Managing Director, EMEA Client Group, responsible for client relationship management, team monitoring and expansion in Institutional markets. In previous roles, Stewart spent time as the UK Sales Head overseeing Insurance, Pension Funds, Multi-Manager Fund of Funds, Endowments, Charities and Foundations.

OppenheimerFunds Launches Oppenheimer International Growth and Income Fund

OppenheimerFunds announced the launch of Oppenheimer International Growth and Income Fund. The fund is managed by Robert Dunphy, co-portfolio manager of Oppenheimer International Growth Fund, who joined the firm in 2004. The Oppenheimer International Growth and Income Fund will seek total return by investing in cash generative, dividend paying companies that may benefit from long-term secular growth trends.

OppenheimerFunds, Inc. Presents at 121 Mining Investment Conference, Oct-19-2016 09:00 AM

OppenheimerFunds, Inc. Presents at 121 Mining Investment Conference, Oct-19-2016 09:00 AM. Venue: Hong Kong, Hong Kong. Speakers: Shanquan Li, Senior Vice President and Portfolio Manager.

Similar Private Companies By Industry

Company Name Region
@Visory LLC United States
1 Road Partners LLC United States
11T Partners, LLC United States
123Jump.com, Inc. United States
1509225 Ontario, Inc. United States

Recent Private Companies Transactions

Type
Date
Target
Merger/Acquisition
November 22, 2016
CFAO SA
Private Placement
September 29, 2016
Rice Midstream Partners LP
Merger/Acquisition
September 6, 2016
SLM Solutions Group AG
 

The information and data displayed in this profile are created and managed by S&P Global Market Intelligence, a division of S&P Global. Bloomberg.com does not create or control the content. For inquiries, please contact S&P Global Market Intelligence directly by clicking here.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Bloomberg L.P. United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact OppenheimerFunds, Inc., please visit www.oppenheimerfunds.com. Company data is provided by S&P Global Market Intelligence. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.