” Ignoring your benchmark is one way to consistently beat it.

At least, that approach has helped the $12 billion Oppenheimer Global Fund outperform its MSCI benchmark since 2008, according to data compiled by Morningstar.

Sure, the portfolio of large-cap US and foreign stocks has recently benefitted from an overall resurgence in global economic growth. But John Delano, the fund’s co-portfolio manager, says a rigorous stock-picking process and a focus on five key themes also guide how its composed. ”

Read More Here => http://www.businessinsider.fr/us/stock-picks-investing-guidelines-oppenheimer-global-funds-john-delano-2018-2

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