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Oppenheimer Capital LLC
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 Oppenheimer Capital LLC 

Aiming to Turn Insight into Alpha

 

Research is the cornerstone of every portfolio at Oppenheimer Capital (OCC), a provider of innovative equity management strategies for nearly 40 years.

 

The firm takes a disciplined approach to money management and emphasizes a bottom-up stock selection process, investing across virtually all sectors in securities that meet the diverse criteria of its clients’ portfolios. Known for the quality and intensity of its proprietary research efforts, Oppenheimer Capital seeks to develop unique insight about companies and markets, and then translate that insight into positive alpha--or risk-adjusted outperformance.

 

Founded in 1969 and based in New York, NY, Oppenheimer Capital has more than $13.5 billion in assets under management as of September 30, 2008. The firm provides investment management services directly to institutional investors, and to individual investors through managed account programs and retail mutual funds offered through Allianz Global Investors.

Investors should consider the investment objectives, risks, charges and expenses of any mutual fund carefully before investing. This and other information is contained in the fund´s prospectus, which may be obtained by contacting your financial advisor. Click here for a complete list of the PIMCO Funds and Allianz Funds prospectuses. Please read the prospectus carefully before you invest or send money.

This is not an offer or solicitation for the purchase or sale of any financial instrument. It is presented only to provide information on investment strategies and opportunities. The material contains the current opinions of the author, which are subject to change without notice. Statements concerning financial market trends are based on current market conditions, which will fluctuate. References to specific securities and issuers are for illustrative purposes only and are not intended to be, and should not be interpreted as, recommendations to purchase or sell such securities. Alpha measures a portfolio's risk-adjusted performance, which is the difference between a portfolio's actual and expected returns, given the level of market risk as measured by beta.

 

Closed-end funds, unlike open-end funds, are not continuously offered. After the initial public offering, shares are sold on the open market. For additional information on the Allianz Global Investors Closed-end Funds, contact your financial advisor or call 1-800-331-1710. Investment policies, management fees and other matters of interest to prospective investors may be found in each closed-end fund prospectus. Closed-end Funds are managed by Allianz Global Investors Fund Management LLC and the sub-adviser is Pacific Investment Management Company LLC (PIMCO), Oppenheimer Capital LLC (OPCAP), Nicholas Applegate Capital Management (NACM) or NFJ Investment Group L.P.

 

Managed accounts are available through Allianz Global Investors Managed Accounts LLC, 1345 Avenue of the Americas, New York, NY, 10105-4800. The funds are distributed by Allianz Global Investors Distributors LLC, 1345 Avenue of the Americas, New York, NY 10105-4800 © 2008. For information about any product, contact your financial advisor.

Investment Products: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED
CLICK TO VIEW OUR BUSINESS CONTINUITY PLAN, PROXY POLICIES & VOTING RECORDS, OR OUR PRIVACY POLICY.
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