We believe the preconditions are in place for a rotation into quality large cap growth. These preconditions include historically attractive valuations and negative investor sentiment toward …

This paper examines the anomalous period that we experienced in the equity markets over the last five years and how this volatile period has impacted some …

Late in 2007, in a piece titled Energy: The Cycle Marches On, we outlined why, despite having been overweight the sector over the prior five years …

Our clients’ portfolios have been overweight Energy for the past five years relative to the Russell 1000 Growth.  We continue to believe the Energy sector will …

Michael Metz, Chief Investment Strategist for Oppenheimer, authored this piece on the New Investment Landscape. 

Commentary By: Mr. Kurt Momand, CFA, Vice President and Portfolio Manager

Commentary By: Mr. Andrew W. Jung, CFA Vice President and Security Analyst