• Managed by growth specialist Robert Urquhart who seeks to invest in rapidly growing and dynamic companies that are underappreciated by the market.
• Over the long-term, growth stocks have consistently proven one of the best ways to build assets.

Expert Management
Allianz OCC Growth Fund is lead-managed by Robert Urquhart and co-managed by Jeff Parker. The management team uses a strict definition of growth stocks and analyzes these securities with a two to three-year holding period in mind, resulting in lower portfolio turnover.

For more information on Allianz OCC Growth Fund, choose any of the profile features at the top of this page. Or, if you prefer to have literature mailed to you, click on the Literature tab above to complete an order form.

• Define Universe-The managers start with a growth universe of companies with market capitalizations greater than $5 billion.
• Apply quantitative screens-The managers look for companies with top and bottom line growth greater than consensus expectations; improving returns; strong product cycle; or elongated industry cycle.
• Apply qualitative screens-The team focuses their fundamental research on 100-150 names that have sustainable business models, high operating margins and durable revenue streams.
• Make buy decisions-The 40-50 best opportunities are chosen to construct the Fund portfolio.
• Sell discipline-Fund holdings are sold under any of the following conditions: a better risk-reward opportunity presents itself; the critical variables to the investment thesis are violated; or the stock reaches its target price.

Mr. Parker is a Managing Director at Oppenheimer Capital. Prior to joining Oppenheimer Capital, he was a portfolio manager at PEA Capital, LLC, an affiliate of Oppenheimer Capital, from 1999-2006. Prior to his tenure at PEA Capital, he was an Assistant Portfolio Manager at Eagle Asset Management. Additionally, he was a Senior Consultant specializing in health care and technology at Andersen Consulting. Mr. Parker is a CFA charterholder. He holds an MBA from Vanderbilt University and a BBA from the University of Miami.

Mr. Urquhart is a Managing Director and Portfolio Manager at Oppenheimer Capital. Mr. Urquhart has an MBA from Harvard Graduate School of Business Administration and a BS from the University of Colorado.

New York, NY

Oppenheimer Capital (OCC) provides a broad range of innovative equity investment strategies for both institutional and individual investors. The firm’s disciplined approach to money management is focused on delivering alpha to investors’ portfolios through proprietary, bottom-up research that results in differentiated insights.