Fund Advisers
OPPENHEIMERFUNDS INC.
Overview
TD Mutual Funds Advised
Investment Philosophy
Management Team
Adviser Reports
Overview
Oppenheimer Funds is one of the largest and most respected mutual fund companies in the United States. As of December 31, 2007, the Company and its subsidiaries manage more than 60 funds with total assets in excess of US $260 billion in more than six million shareholder accounts. Their products include mutual funds, variable annuities qualified retirement plans and separately managed portfolios. The Company is committed to achieving superior performance over the long-term using a disciplined, collaborative approach to investment management. OppenheimerFunds Inc. is a member of the MassMutual Financial Group and is not affiliated with Oppenheimer & Co, Inc. or Oppenheimer Capital.
TD Mutual Funds Advised
Click here for fund profiles
Investment Philosophy
Oppenheimer Funds believes that in order to reach financial goals, investments must perform. That is why superior investment performance - over the long term and across the range of funds - is the highest priority.
An emphasis on performance is only the beginning of what to expect from Oppenheimer Funds. They believe that investment success results from a commitment to several basic principles. Together, these six principles constitute The Right Way to Invest:
- Superior long-term performance across a broad range of funds
- Funds that adhere to their stated investment objective and policies
- A collaborative approach to investment management
- Actively managing risk
- Delivering outstanding service, support and straightforward communication
- Most importantly, encouraging financial planning and the use of a professional advisor.
Management Team
 |
Rajeev Bhaman
Title: Vice-President & Portfolio Manager
Education: BA & MBA Cornell University in International Business, Katholieke Universiteit te Leuven, Belgium; Chartered Financial Analyst
Industry Experience: Since 1991
Previous Positions: Barclays de Zoete Wedd Inc.
Fund(s): TD Global Select Fund
|
Adviser Reports
Real Audio Adviser Reports
|
