
RESEARCH
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 …
Returns Based AnalysisThis 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 …
Energy: The Cycle Marches OnOur 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 …
Market Strategy: The New Investment LandscapeMichael 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
Research Analyst CommentaryCommentary By: Mr. Andrew W. Jung, CFA Vice President and Security Analyst
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