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🔮 Better than the Oracle? Our Fair Value found this +42% bagger 5 months before Buffett bought it Read More
25.61
-0.01
-0.04%
- Morningstar Rating:
- Total Assets: 2.48B
Oppenheimer Rising Dividends A
25.61
-0.01
-0.04%
- Overview
- Profile
- Historical Data
- Holdings
Invesco Rising Dividends Fund Class A Overview
On this page you'll find an in-depth profile of Invesco Rising Dividends Fund Class A. Learn about the key management, total assets, investment strategy and contact information of OARDX among other information.
Investment Strategy
The investment seeks total return. The fund invests mainly in common stocks of companies that currently pay dividends or are expected to begin paying dividends in the future. It normally will invest at least 80% of its net assets in securities of companies that the portfolio managers expect to experience dividend growth, including companies that currently pay dividends and are expected to increase them and companies that do not currently pay dividends but are expected to begin paying them in the near future, and in derivatives and other instruments that have economic characteristics similar to such securities.
Contact Information
Address
11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Houston,TX 77046
United States
Phone
(800) 659-1005
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Peter Santoro | Portfolio Manager | 2022 | Now |
| Biography | Peter Santoro is a Senior Portfolio Manager for the Multi-Cap Value team at Invesco. He is a Lead Portfolio Manager for the Dividend Value strategies. Mr. Santoro joined Invesco in 2021. Prior to joining the firm, he was a senior portfolio manager at Columbia Threadneedle Investments on multiple equity strategies. He joined one of the Columbia Threadneedle Investments legacy firms in 2003. Before that, Mr. Santoro served as an equity analyst for Rockefeller & Company, concentrating on the global consumer sector. He has been in the industry since 1996. Mr. Santoro earned a BA degree, cum laude, in history from Amherst College. He is a Chartered Financial Analyst ® (CFA) charterholder. | ||
| Belinda Cavazos | Portfolio Manager | 2020 | Now |
| Biography | Belinda Cavazos, CFA (lead manager), Portfolio Manager, who has been responsible for the Fund since 2020 and has been associated with Invesco and/or its affiliates since 2020. Belinda was a Portfolio Manager for the Boston Trust and Walden Small and SMID Cap strategies, and directs the firm’s qualitative equity research efforts for both strategies. She was a member of the Securities Research Committee, provides primary research and analysis in the consumer discretionary, consumer staples, and healthcare sectors, and contributes to portfolio management for the Mid Cap strategy. Prior to joining the firm in 2013, Belinda worked at Wellington Management as an Equity Analyst and Sector Fund Manager. Previously, she worked at Morgan Stanley and J.P. Morgan. She earned a BA from Yale University and an MBA from the Stanford Graduate School of Business. She holds the Chartered Financial Analyst® designation, and is a member of the CFA Society Boston and the CFA Institute. | ||
| Raman Vardharaj | Vice President | 2018 | Now |
| Biography | Mr. Vardharaj has been a Vice President and portfolio manager of the Sub-Adviser since May 2009. Prior to joining the Sub-Adviser, Mr. Vardharaj was a senior quantitative analyst creating stock selection models, monitoring portfolio risks and analyzing portfolio performance across the RS Core Equity Team of RS Investment Management Co. LLC from October 2006 to May 2009. He served as quantitative analyst at The Guardian Life Insurance Company of America from 1998 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. Mr. Vardharaj is a portfolio m | ||
| Manind V. Govil | Portfolio Manager | 2016 | 2022 |
| Biography | Manind Govil, CFA , is a portfolio manager at Invesco Advisers. He has been associated with Invesco Advisers and/or its affiliates since 2019. Prior to 2019, he was the Main Street Team Leader and a portfolio manager of OFI Global Institutional, Inc. (“OFI Global”) since May 2009. Prior to joining OFI Global, Mr. Govil was a portfolio manager with RS Investment Management Co. LLC from October 2006 until March 2009. He served as the head of equity investments at The Guardian Life Insurance Company of America from August 2005 to October 2006 when Guardian Life Insurance acquired an interest in RS Investment Management Co. LLC. He holds an M.B.A from the University of Cincinnati and a B.Comm. degree from the University of Bombay, India. Mani is a CFA charterholder. | ||
| Joshua Peters | Senior Vice President | 2016 | 2018 |
| Biography | Mr. Peters, CFA has been a Senior Vice President and a portfolio manager of OppenheimerFunds Inc since December 2016. Prior to joining OppenheimerFunds Inc, Mr. Peters was a portfolio manager with Morningstar Investment LLC from July 2016 until November 2016. He served as Director of Equity-Income Strategy at Morningstar Inc. from October 2004 to June 2016. He was a research analyst at UBS Investment Bank from January 2003 to September 2004 and a research analyst at Morningstar Inc. from November 2000 to December 2002. Peters holds a bachelor’s degree in history and economics from the University of Minnesota, Duluth. He also holds the Chartered Financial Analyst (CFA) designation. | ||
| Neil M. McCarthy | Chairman | 2007 | 2016 |
| Biography | Neil is Chairman of the Growth Equity team’s Investment Policy and Strategy Committee and CIO, responsible for overall investment strategy and portfolio management of the Large Capitalization Growth Equity products of OFI Institutional. Neil was CEO and CIO of Windham Capital Management (now the Growth Equity team of OFI Institutional), a firm he co-founded in 1988. Previously, he was a Vice President and Senior P.M. in the Institutional Equity Management division of Bankers Trust Company. | ||
| Joseph R. Higgins | Portfolio Manager | 2007 | 2016 |
| Biography | Joe is a Portfolio Manager and Senior Fundamental Research Analyst for OFI Institutional’s Growth Equity team. Previously, Joe held positions as a Vice President and Equity Portfolio Manager at Swiss Re Asset Management and as an Associate at First Manhattan Company. Joe holds a B.S. from Manhattan College and an M.B.A. from the Wharton School, University of Pennsylvania. Joseph is a member of the Association for Investment Management and Research and the New York Society of Security Analysts. | ||
| Christopher Leavy | Managing Director | 2005 | 2007 |
| Biography | 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)). | ||
| John G. Lindenthal | Managing Director | 2000 | 2005 |
| Biography | Lindenthal is managing director at Oppenheimer Capital, working since 1979. Previously, Lindenthal spent three years as a portfolio manager at B.A. Investment Management and seven years in a similar position at Crocker Investment Management. | ||
| Management Team | - | 1999 | 2000 |
| Biography | Team Managed | ||
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