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Invesco Oppenheimer Equity Income Fund Class A (OAEIX)

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Oppenheimer Equity Income A historical data, for real-time data please try another search
25.14 +0.78    +3.20%
17/04 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.61B
Oppenheimer Equity Income A 25.14 +0.78 +3.20%

OAEIX Overview

 
On this page you'll find an in-depth profile of Invesco Oppenheimer Equity Income Fund Class A. Learn about the key management, total assets, investment strategy and contact information of OAEIX among other information.
Category

Large Value

Total Assets

1.61B

Expenses

1.03%

Inception Date

31821

Contact Information

Address 11 Greenway Plaza, Ste. 2500
Houston,TX 77046
United States
Phone (800) 659-1005

Top Executives

Name Title Since Until
Robert Botard Portfolio Manager 2019 Now
Biography Robert Botard is a portfolio manager and a member of the Dividend Value Team. Mr. Botard began his career in 1991 with Transamerica and has been associated with Invesco and/or its affiliates since 1993. He became a quantitative analyst in 1997 after returning to Invesco from graduate school. He has experience spanning fundamental and quantitative equity research, trading and marketing. In 2004 he joined the Diversified Dividend team as an equity analyst and was promoted to his current role in 2011. Mr. Botard earned Bachelor of Business Administration Degrees in both Finance and International Business from The University of Texas at Austin and a Master of International Management Degree from the American Graduate School of International Management, Thunderbird. He is a CFA charterholder.
Kristina Bradshaw Portfolio Manager 2019 Now
Biography Kristina Junco Bradshaw is a Portfolio Manager and a member of the Dividend Value team. Ms. Bradshaw joined Invesco in 2005 as a summer intern and returned in 2006 upon completion of her master’s degree as an equities analyst. She assumed her current position in 2014. Previously, she served as a financial analyst from 2002 to 2004 in the Investment Banking division of Morgan Stanley’s Global Energy and Utilities group. She began her career in 2001 as a financial analyst intern in the Investment Banking division of Merrill Lynch’s Global Industries group. Ms. Bradshaw earned an MBA from Stanford University’s Graduate School of Business and a BBA with honors from The University of Texas at Austin. She is a CFA charterholder.
Christopher McMeans Portfolio Manager 2019 Now
Biography Chris McMeans is a Portfolio Manager and a member of the Dividend Value Team. Prior to joining Invesco in 2008, Mr. McMeans was an equity research analyst for Lighthouse Capital Management. Previously, he was an equity support analyst for Morgan Stanley Investment Management’s Van Kampen subsidiary. He entered the financial industry in 1999. Mr. McMeans earned a Bachelor of Arts Degree in Economics from The University of Texas at Austin and an MBA with honors from the University of Houston. He is a CFA charterholder.
Meggan M. Walsh Senior Portfolio Manager 2019 Now
Biography Meggan Walsh is a senior portfolio manager for Invesco and head of the Dividend Value Team. Ms. Walsh is the architect of Invesco’s diversified dividend investment process, established in 2002 as Invesco Diversified Dividend Fund. Her professional investment experience includes more than 10 years as a fixed income manager and more than 15 years as an equity manager. Ms. Walsh has been in the investment business since 1987. She joined Invesco in 1991 as a trader of short-term taxable fixed-income securities and was promoted to vice president and portfolio manager in the long-term fixed-income
Laton Spahr Portfolio Manager 2018 2019
Biography Laton Spahr serves as portfolio manager of the Large Cap Value, Dividend Value and Mid Cap Value strategies. Prior to joining the firm in March 2013, Laton was a senior portfolio manager at Columbia Management Investment Advisors since 2003, managing value and income strategies across institutional and retail investment channels. During his twelve-year tenure at Columbia Management, he also conducted equity risk management, analyzed and traded derivatives and structured products, and was a technology analyst. Laton was an equity analyst at Holland Capital Management from 1999 to 2001, a research intern at Friess Associates from 1998 to 1999, and a commercial loan officer at Jackson State Bank from 1997 to 1998. He holds a B.S. in finance and minor in accounting from the University of Wyoming and an M.S. in finance, investments, and banking as part of the Applied Security Analysis program at the University of Wisconsin. Laton is also a CFA charterholder.
Michael S. Levine Vice President 2007 2018
Biography Levine is a vice president and portfolio manager with OppenheimerFunds since 1994. Previously, Levine was a research analyst with AMAS Securities. Prior to that, Levine was an analyst with Lehman Brothers.
Louis P. Goldstein Portfolio Manager, Analyst, Head 1999 2007
Biography Mr. Goldstein is portfolio manager/analyst for Oppenheimer Capital’s All Cap Equity, All Cap Value and Mid Cap strategies and heads the Small/Mid Cap value/core team. Mr. Goldstein was named to Barron’s list of “Top Gun” managers in 2003, which ranks managers on risk-adjusted performance. He brings over 20 years of equity investment experience to his current position, ranging from large to small capitalization companies in the U.S. as well as in Latin America.
Jeffrey C. Whittington - 1996 1999
Biography Whittington was a portfolio manager of the company.
Jeffrey C. Whittington - 1987 1991
Biography Whittington was a portfolio manager of the company.
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