Firm Overview

About OppenheimerFunds

Distribution Strength

Long-standing investment management

organization founded in 1959.
One of the largest investment management
companies in the U.S. with more than
$237.4billion in assets under management
as of March 31, 2015.1
Majority-owned by MassMutual, one of the largest
and most admired insurance companies in the U.S.
Over 2,000 employees, including 160 investment professionals.
OppenheimerFunds The Right Way philanthropic program includes partnerships with
the Museum of Mathematics (MoMath) and
Cross Cultural Solutions, an employer Matching
Gifts program for charitable contributions, and
a volunteer leave day to allow employees to
donate their time to a worthy cause.

Seasoned field consultants.

Average of 9.5 years industry and sales
experience.
Nationally ranked internal consultants.

High Conviction Active Management

Focused, nimble teams can quickly share information while empowering portfolio managers
with flexibility and agility to shape their own
strategies within defined investment objectives.
Our process of choosing investments moves
along a well-defined pathnamely, identifying
macro trends and industries undergoing secular
and cyclical changes and turnarounds to build
diversified portfolios ofsecurities.
Portfolio management averaging 20 years
experience.

Independent Risk Management

Investment Risk Management
Risk research analysts aligned with each
investment team.
Identifies appropriate risks to monitor for each
fund (e.g., predicted risk ratio, tracking error,
active stock overweight, active sector overweight, leverage and duration).
Formal risk limits for all funds and oversight of all
risk-related investment issues set by Investment
Risk Management Committee.
Counterparty Credit Risk Management
Regular review and setting of risk limits for counterparty exposure at fund level and in aggregate.
Approval of counterparties and establishing
counterparty credit limits.
Limits set by Counterparty Credit Risk
Committee.
Enterprise Risk Management
Enterprise Risk Management Committee
consists of broad spectrum of senior executives.
Manages top risks and non-investment risks
(e.g., strategic, emerging, operational, financial,
legal and reputational risks).

Assets Under Management1: $237.4 billion

Assets in Billions, as of March 31, 2015

Multi Asset $6.2

Cash Strategies $4.3

Global Debt $16.3

Global Equity $49.8

Alternative $18.5
Domestic Debt $21.9

$237.4
Billion

Domestic Equity $48.7

Municipal Debt $27.0

Emerging Markets Equity $44.6

For Institutional Use Only

Not for Use
with Retail Investors
Not FDIC Insured
May Lose Value
Not Bank Guaranteed

1.Assets Under Management represents the total assets managed and advised by OppenheimerFunds, Inc. and certain of its investment
advisory subsidiaries, including OFI Global Asset Management, Inc., OFI Global Institutional, OFI SteelPath, Inc. and OFI Global Trust
Company (collectively, the OFI Enterprise). The investment strategies listed may be offered through investment vehicles that are managed or
advised by one or more entities in the OFI Enterprise including mutual funds, variable insurance trusts, collective investment trusts, limited
partnerships, limited liability companies and separate accounts. OppenheimerFunds, Inc. personnel that provide advisory, trading and other
services may be dually employed by other subsidiaries in the OFI Enterprise to provide similar services. Each investment vehicle has its own
investor qualifications, investment minimums and fee schedule. Certain investment vehicles may not be appropriate for all investors.

Diversified Portfolio Strategies

Equity

Fixed Income

Global Equity

Global Debt
Experienced and Innovative Active Management
Seeking to generate competitive returns by
actively managing global currency, credit and
interest rate risk.

Theme-Based Investing
Investing in companies that are well-positioned
to gain from long-term global growth trends
without consideration ofcountry or region.

Domestic Equity
Growth
High Quality Growth Focus
Focus on high quality growthcompanies with
sustainable earnings, quality management and
attractive valuationsto help balance potential
long-term growth with downsideprotection.
Value
Long-Term Earnings Focus
Focusing on identifying companies that are
undervalued relative to their potential long-term
earnings power. The team seeks to add value
through a disciplined and consistent approach
to stock selection rather than through sector
positioning or macroeconomic themes.
Core
A Unique and Balanced Approach
Combining fundamental and quantitative
research to identify competitively advantaged
companies with strong value creation potential
and a compelling risk/reward profile.

Domestic Debt
Balancing Risks and Opportunities
Seeking to generate competitive returns while
reducing overall volatility through actively investing
across the U.S. corporate and government markets.
Municipal Bond
Maximizing Tax-Free Income Rochester Style
Seeking to provide highly competitive levels
of income that is free from federal income tax
from diverse portfolios of carefully assessed
municipalbonds.

Multi Asset
Professionally Managed Portfolios
Diversified portfolios of multiple asset class
products in one package.

Alternative
Powerful Portfolio Diversifiers
Diversifying a portfolio beyond stocks and bonds
by adding low correlation asset classes.

Primary Office Locations

New York, New York
225 Liberty Street,
16th Floor
New York, NY 10281-1008
Phone: 212 323 0200
Fax: 212 912 6448

Visit Us
oppenheimerfunds.com
Call Us
800 255 2755
Follow Us

Rochester, New York

350 Linden Oaks
Rochester, NY 14625-2807
Phone: 585 383 1300
Fax: 585 383 8157

Denver, Colorado
6801 South Tucson Way
Centennial, CO 80112
Phone: 303 799 9977
Fax: 303 799 0524

Dallas, Texas
2100 McKinney Avenue,
Suite 1401
Dallas, TX 75201
Phone: 214 740 6040
Fax: 214 740 6041

Shares of Oppenheimer funds are not deposits or obligations of any bank, are not guaranteed by any bank, are not insured by the
FDIC or any other agency and involve investment risks, including the possible loss of the principal amount invested.

Before investing in any of the Oppenheimer funds, investors should carefully consider a funds investment
objectives, risks, charges and expenses. Fund prospectuses and summary prospectuses contain this
and other information about the funds, and may be obtained by visiting oppenheimerfunds.com or
calling 1 800 255 2755. Investors should read prospectuses and summary prospectuses carefully before
investing.
For Institutional Use Only. This material has been prepared by OppenheimerFunds Distributor, Inc. for institutional investors only.
Ithas not been filed with FINRA, may not be reproduced and may not be shown to, quoted to or used with retail investors.
Oppenheimer funds are distributed by OppenheimerFunds Distributor, Inc.
225 Liberty Street, New York, NY 10281-1008
2015 OppenheimerFunds Distributor, Inc. All rights reserved.
DS0001.481.0415 April 22, 2015