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  1. OIGCX Oppenheimer International Growth C Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Thu, 7 Jan 2010

    used the same basic strategy since he started.Reasonably priced.Leverages the thinking of Oppenheimer's talented global equity team.Gives investors market-cap diversification and some emerging-markets exposure.George Evans has been the fund's manager since its inception in March ..... since its inception in March 1996 and has managed international accounts at Oppenheimer Funds since 1991. When Bill Wilby, longtime manager of Oppenheimer Global OPPAX, stepped down, Evans assumed more management duties on Oppenheimer's global equity team. That team boasts several experienced and talented investors, including Frank Jennings and Rajeev Bhaman.USAOIGAXCore. Although the fund owns healthy ..... the portfolio contains some richly priced names. Evans generally doesn't hedge currencies. Oppenheimer levies redemption fees and uses fair-value pricing on an as-needed basis.

  2. OIMBX Oppenheimer Limited Term Municipal B Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Wed, 30 Dec 2009

    to high volatility and losses.Strong performance under current management.Experienced management.Ron Fielding, head of Oppenheimer's municipal-bond team, retired in May 2009, leaving 16-year firm veteran Dan Loughran as his successor. There are six portfolio managers and nine credit ..... more conservative portfolio construction than either of its high-yield muni siblings from Oppenheimer. Still, management won't hesitate to overweight certain sectors it believes offer the most attractive risk/reward characteristics.This fund must store 95% of its ..... makes it tamer than most other high-yield municipal-bond funds and the other offerings in the Oppenheimer Rochester municipal lineup, which have longer average maturities and more exposure to low-quality debt. Nonetheless, the fund still has considerable risks with big bets

  3. OTFBX Oppenheimer AMT-Free Municipals B Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Wed, 30 Dec 2009

    fund, which he's run since January 2005. The Rochester team also runs other Oppenheimer muni funds, including Rochester Fund Municipals RMUNX and Oppenheimer Limited Term New York Municipal LTNYX.USAOPTAXSupporting Player. This fund's large stake in lower-rated bonds and hefty holdings in inverse floating-rate notes make ..... one's muni portfolio.SupportingLead manager Troy Willis works within the investing framework of Oppenheimer's tax-free investing team, led by Dan Loughran. Willis employs a high-income focus and is supported by a team with a reputation for ..... Oppenheimer AMT-Free Municipals' boldness leaves it open to extremes.

  4. New Morningstar Analyst Report - Apple, Inc.

    Stock Reports

    Thu, 21 Jan 2010

    Cook is COO, having come to Apple from Compaq in 1998. Peter Oppenheimer is CFO and has been with the company since 1996. Nevertheless, Jobs is irreplaceable, and his departure would have a detrimental long-term

  5. OMSOX Oppenheimer Main St Opportunity A Fund Analysis, Report, Research, 5 Star Rating – Morningstar

    Fund Reports

    Mon, 5 Oct 2009

    a 12-person team of analysts and managers who moved with him to Oppenheimer; one of them, Anthony Gennaro, is his comanager on this fund.USAOMSOXSupporting PlayerSupportingMani Govil, formerly of RS Large Cap Alpha, is taking over this ..... successful in the past. This is the all-cap version of the large-cap Oppenheimer Main Street.This fund's new lead manager, Mani Govil, employs a strategy that combines quantitative and fundamental analysis. After narrowing down the fund's ..... from across the market-cap spectrum rather than mainly large caps as in Oppenheimer Main Street.

  1. UPDATE 2- Oppenheimer to pay fine for lax supervision of Broadway scam broker

    Headlines

    Thu, 26 Mar 2015

    March 26 (Reuters) - Wall Street's watchdog sanctioned Oppenheimer & Co a total of $3.75 million on Thursday for failing to supervise a former broker who is now serving a prison sentence for defrauding the producers of Broadway production "Rebecca - The Musical."

  2. UPDATE 1- Oppenheimer to pay fine for lax supervision of Broadway scam broker

    Headlines

    Thu, 26 Mar 2015

    March 26 (Reuters) - Wall Street's watchdog sanctioned Oppenheimer & Co a total of $3.75 million on Thursday for failing to supervise a former broker who is now serving a prison sentence for defrauding the producers of Broadway production "Rebecca - The Musical."

  3. Ex- Oppenheimer executive pleads guilty in loan fraud scheme

    Headlines

    Fri, 20 Feb 2015

    NEW YORK, Feb 20 (Reuters) - A former Oppenheimer & Co Inc investment bank executive pleaded guilty on Friday to conspiring to deceive Oklahoma regulators as part of a scheme that left...

  4. UPDATE 2-- Oppenheimer to pay $20 mln over improper U.S. stock sales

    Headlines

    Tue, 27 Jan 2015

    WASHINGTON, Jan 27 (Reuters) - Oppenheimer & Co will pay $20 million to settle U.S. charges alleging the brokerage's flawed anti-money laundering program missed red flags and allowed illegal penny...

  5. Oppenheimer to pay $20 mln to settle with U.S. over improper stock sales

    Headlines

    Tue, 27 Jan 2015

    WASHINGTON, Jan 27 (Reuters) - Oppenheimer & Co will pay $20 million to settle two U.S. government cases stemming from allegations the firm improperly sold penny stocks and ignored red flags.

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