NetSuite, CommVault: Quarry For Oppenheimer Fund
The $1.8 billion Oppenheimer Discovery Fund invests in small-cap growth stocks that manager Ronald Zibelli Jr. thinks have high growth potential. He narrows down his pool of prospects by seeking those with sustainable competitive advantages, above-average earnings and revenue growth and efficient capital management. Lately, it's clear where he's finding stocks with those traits. The technology and industrials sectors as defined by Morningstar
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