Portfolio Manager Michelle Borré diversifies her mutual fund portfolios by making extensive use of a wide variety of alternative investment strategies and assets, which are sometimes used in non-traditional ways.
While Michelle believes that stocks and bonds may not deliver the exceptional returns they delivered in the past, in her opinion certain alternative investment strategies that rely on manager skill have the potential to deliver attractive returns with lower volatility.
She uses the flexibility of alternative investment strategies to respond to a number of fundamental investment themes, including the slowing of China’s growth profile and the decentralization of media. Both themes allowed her portfolio to take a position on changing fundamentals before they were well understood by the market.
Learn more in this Q&A with Michelle why alternative investment strategies that rely on manager skill have the potential to deliver attractive returns.
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Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Alternative asset classes may be volatile and are subject to liquidity risk. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are subject to change based on subsequent developments.