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OppenheimerFunds - The Right Way To Invest

05/30/01 02:25:55 PM PST
by Working Money Magazine

OppenheimerFunds focuses on providing investors with long-term performance across a range of funds. The resulting variety of styles and objectives offers true opportunities for diversification - both today and as investment needs change over time.

OppenheimerFunds, Inc., was formed in 1960 as an affiliate of Oppenheimer & Co., a securities brokerage now known as CIBC Oppenheimer Corp. OppenheimerFunds, then known as Oppenheimer Management Corp., was the investment advisor to one mutual fund, the Oppenheimer Fund, which was first offered to the public in 1959. In the 40-plus years since it was founded, OppenheimerFunds has grown into one of the largest and most respected mutual fund companies in the US. As of March 31, 2001, OppenheimerFunds and its subsidiaries manage more than 60 mutual funds with total assets in excess of $120 billion, held in more than five million shareholder accounts.

OppenheimerFunds offers a diverse product line that includes mutual funds, variable annuities, and qualified retirement plans. Oppenheimer also provides award-winning shareholder services to Oppenheimer fund investors and their financial advisors through its Denver-based division, OppenheimerFunds Services.


Oppenheimer's stated philosophy is that investment success results from a commitment to several basic principles. Together, these six principles constitute OppenheimerFunds' "The Right Way To Invest":

1:  Insist on excellent, long-term performance.
  • Performance is a mutual fund company's reason for being.
  • Performance is the driving force behind everything that Oppenheimer does and the company pursues it tenaciously, across the whole range of its funds.
  • 2:  Do what the firm says it will do.
  • Each of the Oppenheimer funds has a stated objective, a stated strategy for pursuing that objective, and the discipline to stick to everything that has been stated.
  • This is critical because a mutual fund should be only part of a broad financial plan. For that plan to be successful, all its parts must perform.
  • 3:  Embrace a disciplined, collaborative approach to investing.
  • Ultimately, the responsibility for a fund's performance lies with the portfolio manager. This accountability is a powerful incentive.
  • When coupled with an environment in which insights and expertise are shared and challenges to a set way of thinking are encouraged, collaboration becomes an even more potent tool in the pursuit of performance.

    4:  Know the difference between risk and risky.

  • Risk is a natural, necessary part of investing. It is the engine that drives reward. More important, well-managed risk helps investors achieve their goals.
  • Oppenheimer's unique risk management system helps the company identify and manage risk, and helps it deliver the right balance of risk and reward for each fund.

    5:  Encourage financial planning and professional advice.

  • Investing without a financial plan, like starting a journey without a map, is fraught with risks.
  • Every investor, novice or sophisticate, should have a financial plan and professional advice in creating it. This advice will help investors avoid the short-term distractions and, instead, concentrate on long-term success.

    6:  Be user-friendly.

  • Investing with a mutual fund should be easy. Communications should be honest, accurate, and easy to understand, and the mutual fund company itself easy to work with.
  • This commitment to service extends to every facet of Oppenheimer and may help explain why OppenheimerFunds is the only mutual fund company ever to win the International Customer Service Association Award of Excellence.
  • More than 40 years of successful mutual fund investing has taught the company these principles. They serve as the company's pledge - one that investors can depend on. For Oppenheimer, this pledge defines the right way to invest.


    OppenheimerFunds combines discipline, individual accountability, and collective insight to help shareholders achieve their most important goal: superior long-term performance. Oppenheimer's way of investing weaves these three key elements into one dynamic investment approach:

  • Discipline assures the portfolio managers take their responsibilities to shareholders seriously, adhering to each fund's stated objective and building on a foundation of trust to help meet their goals and expectations.
  • Individual accountability makes each OppenheimerFunds portfolio manager responsible for his or her decisions about security selection, risk management, and investment strategy - a strong incentive to provide excellent performance.
  • Collective insight provides an additional dimension, assuring that a portfolio manager is backed up by a fully collaborative investment process. This means each manager is supported by an expert team of research specialists who constantly exchange investment ideas and information, so shareholders benefit from different backgrounds and perspectives.

  • If you have further questions about OppenheimerFunds, contact the company at or 888 470-0862.

    Information herein was taken from the OppenheimerFunds website at

    Copyright © 2001 Technical Analysis, Inc. All rights reserved.

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    Title: The Investor's Magazine
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    Seattle, WA 98116
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