OppenheimerFunds’ Investment Grade Debt team believes that an investment-grade allocation should be the ballast for an overall portfolio by holding its value under stressed market conditions. The use of stop-outs plays an essential role in the team’s approach.
Stop-outs are predetermined buying or selling actions at specified levels that would potentially neutralize the effect of a drawdown on the portfolio’s value, thus helping remove emotion from investing. Our portfolio managers use stop-outs when the value of a security drifts away from the team’s fundamental view.
Explore our infographic to learn more about how our team uses stop-outs as part of its investment strategy.
Follow @OppFunds for more news and commentary.
Mutual funds are subject to market risk and volatility. Shares may gain or lose value.
Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and a fund’s share prices can fall.
These views represent the opinions of the portfolio managers at OppenheimerFunds, Inc., and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.