Eric Hewitt discusses OppenheimerFunds and the Oppenheimer Small Cap Value Fund. Mr. Hewitt is a bottom-up stock-specific manager. His underlying philosophy is to find an unanticipated acceleration in return on invested capital. When identifying a potential investment, Mr. Hewitt looks for one of three things: the company’s ability to improve sales, to improve margins or to make capital structure changes with a positive impact on return on invested capital. In addition, he examines a company’s income statements and talks with its management team to get a view into the company’s dividend policy. Mr. Hewitt believes this gives him a more accurate insight into the fundamentals of a business.
Full interview available here.
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