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Frank A. Vallario

Portfolio Manager

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  • B.S. from Lehigh University
  • M.B.A. from Rutgers University

Frank Vallario is a Portfolio Manager on OppenheimerFunds’ Beta Solutions business. He joined the Firm from Columbia Threadneedle, where he oversaw the portfolio management of 12 listed ETFs representing developed, emerging and frontier markets. He also held roles at MSCI, HCM, American Independence Financial Services and UBS Global Asset Management.

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  • B.S. from Lehigh University
  • M.B.A. from Rutgers University
  • 23 YRS

    Industry

  • 1 YR

    Oppenheimer

Managed Strategies

Smart Beta

Name Strategy Inception Date Composite Inception Date Q1 2019 YTD 2019 1 Yr 3 Yr 5 Yr Life
Revenue Weighted Mid Cap 02/20/2008 01/31/2006 15.99 15.99 2.12 8.89 6.92 8.78
Revenue Weighted Small Cap 02/21/2008 05/31/2007 14.31 14.31 -2.13 7.75 4.83 7.60
Revenue Weighted Dividend 09/30/2013 09/30/2013 13.87 13.87 12.58 12.64 11.58 12.44
Revenue Weighted Large Cap 02/19/2008 03/31/2006 11.58 11.58 6.06 11.18 9.23 8.32
Annualized Composite Returns (%) net of fees as of 03/31/2019
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