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NHẬN ƯU ĐÃI
Invesco Oppenheimer Dividend Opportunity Fund Class A (OSVAX)
Thêm/Gỡ bỏ từ một Danh Mục
Thêm vào Danh Mục
20.30
+0.63
+3.20%
17/04 - Dữ Liệu Trì Hoãn. Tiền tệ tính theo USD
- Xếp Hạng Morningstar:
- Tổng Tài Sản: 144.9M
Oppenheimer Dividend Opportunity A
20.30
+0.63
+3.20%
Tổng quan OSVAX
Đây là nơi bạn có thể tìm kiếm hồ sơ chuyên sâu về Invesco Oppenheimer Dividend Opportunity Fund Class A. Tìm hiểu về các nhân sự quản lý chủ chốt, tổng tài sản, chiến lược đầu tư và thông tin liên hệ của OSVAX cùng nhiều thông tin khác.
Thông Tin Liên Lạc
Địa Chỉ
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Điện thoại
(800) 659-1005
Các Chuyên Viên Hàng Đầu
| Tên | Tiêu đề | Kể từ | Cho tới |
|---|---|---|---|
| Robert Botard | Portfolio Manager | 2019 | bây giờ |
| Tiểu sử | Robert Botard is a portfolio manager and a member of the Dividend Value Team. Mr. Botard began his career in 1991 with Transamerica and has been associated with Invesco and/or its affiliates since 1993. He became a quantitative analyst in 1997 after returning to Invesco from graduate school. He has experience spanning fundamental and quantitative equity research, trading and marketing. In 2004 he joined the Diversified Dividend team as an equity analyst and was promoted to his current role in 2011. Mr. Botard earned Bachelor of Business Administration Degrees in both Finance and International Business from The University of Texas at Austin and a Master of International Management Degree from the American Graduate School of International Management, Thunderbird. He is a CFA charterholder. | ||
| Kristina Bradshaw | Portfolio Manager | 2019 | bây giờ |
| Tiểu sử | Kristina Junco Bradshaw is a Portfolio Manager and a member of the Dividend Value team. Ms. Bradshaw joined Invesco in 2005 as a summer intern and returned in 2006 upon completion of her master’s degree as an equities analyst. She assumed her current position in 2014. Previously, she served as a financial analyst from 2002 to 2004 in the Investment Banking division of Morgan Stanley’s Global Energy and Utilities group. She began her career in 2001 as a financial analyst intern in the Investment Banking division of Merrill Lynch’s Global Industries group. Ms. Bradshaw earned an MBA from Stanford University’s Graduate School of Business and a BBA with honors from The University of Texas at Austin. She is a CFA charterholder. | ||
| Christopher McMeans | Portfolio Manager | 2019 | bây giờ |
| Tiểu sử | Chris McMeans is a Portfolio Manager and a member of the Dividend Value Team. Prior to joining Invesco in 2008, Mr. McMeans was an equity research analyst for Lighthouse Capital Management. Previously, he was an equity support analyst for Morgan Stanley Investment Management’s Van Kampen subsidiary. He entered the financial industry in 1999. Mr. McMeans earned a Bachelor of Arts Degree in Economics from The University of Texas at Austin and an MBA with honors from the University of Houston. He is a CFA charterholder. | ||
| Meggan M. Walsh | Senior Portfolio Manager | 2019 | bây giờ |
| Tiểu sử | Meggan Walsh is a senior portfolio manager for Invesco and head of the Dividend Value Team. Ms. Walsh is the architect of Invesco’s diversified dividend investment process, established in 2002 as Invesco Diversified Dividend Fund. Her professional investment experience includes more than 10 years as a fixed income manager and more than 15 years as an equity manager. Ms. Walsh has been in the investment business since 1987. She joined Invesco in 1991 as a trader of short-term taxable fixed-income securities and was promoted to vice president and portfolio manager in the long-term fixed-income | ||
| Laton Spahr | Portfolio Manager | 2013 | 2019 |
| Tiểu sử | Laton Spahr serves as portfolio manager of the Large Cap Value, Dividend Value and Mid Cap Value strategies. Prior to joining the firm in March 2013, Laton was a senior portfolio manager at Columbia Management Investment Advisors since 2003, managing value and income strategies across institutional and retail investment channels. During his twelve-year tenure at Columbia Management, he also conducted equity risk management, analyzed and traded derivatives and structured products, and was a technology analyst. Laton was an equity analyst at Holland Capital Management from 1999 to 2001, a research intern at Friess Associates from 1998 to 1999, and a commercial loan officer at Jackson State Bank from 1997 to 1998. He holds a B.S. in finance and minor in accounting from the University of Wyoming and an M.S. in finance, investments, and banking as part of the Applied Security Analysis program at the University of Wisconsin. Laton is also a CFA charterholder. | ||
| Michael S. Levine | Vice President | 2013 | 2013 |
| Tiểu sử | Levine is a vice president and portfolio manager with OppenheimerFunds since 1994. Previously, Levine was a research analyst with AMAS Securities. Prior to that, Levine was an analyst with Lehman Brothers. | ||
| Mitch Williams | Managing Director | 2009 | 2013 |
| Tiểu sử | Mitchell Williams, CFA founded Real Economy Capital, LLC in 2013 and currently serves as the Managing Partner and Portfolio Manager. Prior to founding Real Economy Capital, LLC, Mr. Williams was employed for over a decade by Oppenheimer Funds, a firm with over $150 billion in assets under management. Most recently he served as the sole portfolio manager for a $4 billion value equity product, in addition to serving as a named portfolio manager for several additional funds. Prior to serving as portfolio manager, Mr. Williams covered the industrial and materials sectors for both long/short and long-only funds on the Value Team as a senior research analyst. In his eighteen-year investment career, Mr. Williams has also served in a variety of equity research and financial analyst roles with Evergreen Funds, Credit Suisse, Deutsche Bank, and Barnett Capital Advisors. Mr. Williams currently serves on the Management Advisory Council for the New York University Stern School of Business Michael Price Student Investment Fund and has been a guest speaker at New York University Stern School of Business, The Heilbrunn Center for Graham & Dodd Investing at Columbia Business School, the University of Florida Warrington College of Business Value Investing Program, and the Rollins College Graduate School of Business. Mr. Williams earned his MBA from the New York University Stern School of Business, where he was a recipient of the Stern Fellowship. He earned his Bachelor of Arts from the University of Florida, where he was elected to Phi Beta Kappa. | ||
| John Damian | Portfolio Manager | 2004 | 2013 |
| Tiểu sử | John Damian serves as senior vice president and director of Value Equities. He joined the Value team in September 2001 as portfolio manager of Oppenheimer Small- & Mid- Cap Value Fund and was named on Barron’s Top 100 Fund Managers list four consecutive years, 2005, 2006, 2007 and 2008. He was also promoted to director of Value Equities in February 2007. In addition, John co-manages Oppenheimer Select Value Fund (since February 2004) and related strategies. Prior to joining OppenheimerFunds, John was a senior equity analyst at Citigroup Asset Management. Prior to that, he was an equity analyst of Pzena Investment Management. John received his M.B.A., with distinction, from The Wharton School at the University of Pennsylvania in 1995. | ||
| Christopher Leavy | Managing Director | 2002 | 2008 |
| Tiểu sử | Mr. Leavy, CFA, Managing Director of BlackRock, Inc. and Chief Investment Officer of Fundamental Equity (Americas) since 2010; Oppenheimer Funds from 2000 to 2010 (Chief Investment Officer, Equities (2009-2010), Head of Equities (2007-2009), Head of Value Equity Group (2000-2006) and portfolio manager (2000-2008)). | ||
| Emmanuel Ferreira | Chief Investment Officer | 2002 | 2005 |
| Tiểu sử | Mr. Ferreira is the Founder and Chief Investment Officer of Convector Capital Management, LP. Mr. Ferreira oversees and directs all firm activity including day to day management of Convector’s investment portfolio. Prior to founding Convector, Mr. Ferreira was a portfolio manager at OppenheimerFunds, Inc. from January 2003 to November 2011. From July 1999 to December 2002, Mr. Ferreira was Managing Director and Portfolio Manager at Lashire Investments Ltd. Prior to his tenure at Lashire, Mr. Ferreira was a Vice President and Senior Analyst at Mark Asset Management Corp., where he focused on the energy and consumer sectors. Before starting his career in asset management, Mr. Ferreira worked in the Financial Advisory Services group of Coopers & Lybrand LLP, where he specialized in international mergers, acquisitions, privatization and restructuring. | ||
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