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Joseph Welsh, CFA

Head of Senior Corporate Loan Team

Tenure

  • 25 YRS

    Industry

  • 22 YRS

    Oppenheimer

  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University

Joseph Welsh, CFA is the Head of the Senior Corporate Loan Team and has been a portfolio manager of Oppenheimer Senior Floating Rate Fund and Oppenheimer Senior Floating Rate Plus Fund since their inceptions. He also co-manages several institutional portfolios that invest in senior loans. He has been with the Firm since 1995.

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  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University
Senior Corporate Loan Team
David Lukkes, CFA

Portfolio Manager

Anthony Arnese, CFA

Senior Analyst

Anthony Barbato, CFA

Director of Fixed Income Research

Jared Bunyak, CFA

Senior Analyst

Rob Chavez

Analyst

Jordan Darrington, CFA

Analyst

Brian Hickey, CFA

Senior Analyst

Myk Pleet

Senior Analyst

Luke Obermeyer, CFA

Analyst

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Managed Funds

Average Annual Total Returns (%) as of 6/30/17
  • A
Fund Name Managed Since YTD as of
  • 9/21/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
9/7/1999 2.19 8.98 3.34 4.58 4.09 4.90
9/8/99
1.11
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
9/7/1999 2.19 5.16 2.12 3.84 3.72 4.69
9/8/99
1.11
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
8/23/2013 2.29 9.34 2.85 3.59
8/23/13
2.06
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
8/23/2013 2.29 5.51 1.63 2.64
8/23/13
2.06

Insights

Domestic Debt

The Latest on Oppenheimer Senior Floating Rate Fund

Head of Senior Corporate Loan Team

Portfolio Manager

Quarterly performance and portfolio positioning for Oppenheimer Senior Floating Rate Fund.

Press Releases

OppenheimerFunds Receives 21 Lipper Fund Awards

OppenheimerFunds announced that 21 of its funds earned 2017 Lipper Fund Awards, in four asset classes.

Domestic Debt

Four Reasons to Avoid Passive Loan ETFs

Head of Senior Corporate Loan Team

Senior Client Portfolio Manager

ETFs have taken investment management by storm, but may not be the best choice in all categories.

Domestic Debt

When Duration Attacks

Head of Senior Corporate Loan Team

Senior loans may be attractive to investors seeking a potential hedge against higher rates.

Domestic Debt

Senior Loans: An Investment for Today and the Future

Head of Senior Corporate Loan Team

Portfolio Manager

Senior Client Portfolio Manager

Senior loans are currently generating the type of yield investors expect from fixed income.

Domestic Debt

Answers to Key Questions About the Senior Loan Market

Head of Senior Corporate Loan Team

Portfolio manager Joe Welsh discusses liquidity, regulations and the state of the market.

Domestic Debt

A Guide to Investing in Senior Loans

A handbook to help investors understand an asset class we believe has great potential.

Domestic Debt

Senior Loan Market Liquidity in Perspective

Head of Senior Corporate Loan Team

Here’s what senior loan liquidity means for investors.

Domestic Debt

Loans to Companies, Opportunities for Investors

Head of Senior Corporate Loan Team

Loans helping companies become successful can be attractive investments.

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