Close Close
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards

Portfolio > Asset Managers

Oppenheimer's Wilby to Retire

Your article was successfully shared with the contacts you provided.

Bill Wilby, who gained wide renown for his long tenure as portfolio manager for the Oppenheimer Global Fund (OPPAX), will retire from OppenheimerFunds Inc. on June 30 after 16 years at the firm. Under his leadership of OppenheimerFund’s Global Team, Wilby helped grow the firm’s global equity assets from about $1 billion to more than $60 billion during his tenure; the Global Fund alone currently has more than $18 billion in assets.

Wilby was named director of equities for OppenheimerFunds in July 2005, and later became co-manager of the Oppenheimer Capital Appreciation Fund (OPTFX), which currently has $8.2 billion in assets. The co-manager of that fund since 2005, Marc Baylin, will become lead manager effective with Wilby’s retirement.


© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.