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Paul Larson

Portfolio Manager

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  • B.S. from University of Illinois at Chicago
  • M.B.A. from Keller Graduate School of Management

Paul Larson serves as portfolio manager of the Large Cap Growth strategy and co-portfolio manager of the Large Cap Core strategy. Before joining the Firm, Mr. Larson held various positions at Morningstar, most recently as a portfolio manager and chief equity strategist. He was also editor of the company’s StockInvestor newsletter, which tracked his investment recommendations, and was an analyst covering the energy sector.

Prior to that, he was an analyst with The Motley Fool.

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  • B.S. from University of Illinois at Chicago
  • M.B.A. from Keller Graduate School of Management
  • 22 YRS

    Industry

  • 6 YRS

    Oppenheimer

Managed Strategies

Equity

Name Strategy Inception Date Composite Inception Date Q4 2018 YTD 2018 1 Yr 3 Yr 5 Yr Life
Large Cap Core 12/31/2007 12/31/2007 -13.68 -7.50 -7.50 6.70 6.90 6.55
Annualized Composite Returns (%) net of fees as of 12/31/2018
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