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Mark Hamilton

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

Tenure

  • 23 YRS

    Industry

  • 4 YRS

    Oppenheimer

  • B.A. from University of Southern California
  • M.S. from Massachusetts Institute of Technology-Sloan School of Management

Mark Hamilton is the head of the Global Multi-Asset Group, leading the Firm’s efforts in designing and implementing multi-asset products and solutions. Mark is a portfolio manager of the Global Allocation, Global Multi-Alternatives, Global Multi-Asset Income, Global Multi-Asset Growth and Portfolio Series strategies.

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  • B.A. from University of Southern California
  • M.S. from Massachusetts Institute of Technology-Sloan School of Management
Global Multi-Asset Group
Ben Rockmuller, CFA

Portfolio Manager

Dokyoung Lee, CFA

Portfolio Manager

Alessio de Longis, CFA

Portfolio Manager

Dianne Ellis

Research Analyst

Jesse Hurwitz

Research Analyst

Arezu Moghadam, Ph.D.

Senior Research Analyst

Chintan Patel

Multi-Asset Implementation Specialist

Sergei Polevikov, CFA

Senior Research Analyst

Eren Tufekci

Senior Research Analyst

Anna Zatulovskaya, CFA

Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 6/30/17
  • A
Fund Name Managed Since YTD as of
  • 9/22/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Global Allocation Fund A - QVGIX (NAV) 4/8/2013 12.38 11.96 4.36 7.92 2.61 8.02
11/1/91
1.36
 
Global Allocation Fund A - QVGIX (with Sales Charge) 4/8/2013 12.38 5.53 2.32 6.65 2.00 7.77
11/1/91
1.36
 
Portfolio Series: Conservative Investor Fund A - OACIX (NAV) 8/5/2013 6.97 5.68 2.61 4.69 0.98 2.13
4/5/05
1.08
 
Portfolio Series: Conservative Investor Fund A - OACIX (with Sales Charge) 8/5/2013 6.97 -0.40 0.61 3.46 0.38 1.63
4/5/05
1.08
 
Portfolio Series: Moderate Investor Fund A - OAMIX (NAV) 8/5/2013 10.98 11.41 3.91 7.69 2.36 3.70
4/5/05
1.11
 
Portfolio Series: Moderate Investor Fund A - OAMIX (with Sales Charge) 8/5/2013 10.98 5.00 1.88 6.42 1.76 3.20
4/5/05
1.11
 
Portfolio Series: Equity Investor Fund A - OAAIX (NAV) 8/5/2013 18.80 19.34 4.78 11.18 4.49 6.54
4/5/05
1.18
 
Portfolio Series: Equity Investor Fund A - OAAIX (with Sales Charge) 8/5/2013 18.80 12.48 2.73 9.87 3.87 6.03
4/5/05
1.18
 
Global Multi-Alternatives Fund A - ODAAX (NAV) 8/5/2013 0.22 1.67 -0.61 0.48
12/28/12
2.29
 
Global Multi-Alternatives Fund A - ODAAX (with Sales Charge) 8/5/2013 0.22 -4.17 -2.55 -0.83
12/28/12
2.29
 
Global Multi-Alternatives Fund/VA (NAV)
11/14/2013 0.26 0.91 -0.59 1.65
11/14/13
1.48
 
Global Multi-Alternatives Fund/VA (with Sales Charge)
11/14/2013 0.26 0.91 -0.59 1.65
11/14/13
1.48
 
Global Multi-Asset Income Fund A - QMAAX (NAV)
12/1/2014 4.55 6.54 3.42
12/1/14
1.98
 
Global Multi-Asset Income Fund A - QMAAX (with Sales Charge)
12/1/2014 4.55 1.48 1.49
12/1/14
1.98
 
Global Multi-Asset Growth Fund A - QMGAX (NAV)
8/27/2015 15.46 14.44 9.16
8/27/15
1.77
 
Global Multi-Asset Growth Fund A - QMGAX (with Sales Charge)
8/27/2015 15.46 7.86 5.71
8/27/15
1.77
 
Portfolio Series: Active Allocation Fund A - OAAAX (NAV) 8/5/2013 14.24 15.21 4.39 9.36 2.87 4.71
4/5/05
1.23
 
Portfolio Series: Active Allocation Fund A - OAAAX (with Sales Charge) 8/5/2013 14.24 8.59 2.35 8.07 2.26 4.21
4/5/05
1.23

Insights

Multi-Asset

GMAG Monthly: Increasing Emerging Markets Exposure

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

We are adding risk to our portfolio amid signs of a reacceleration in global growth.

Multi-Asset

GMAG Monthly: Taking Some Risk Off the Table

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

Signs of slowing global growth and high valuations prompted a downshift in portfolio risk.

Multi-Asset

GMAG Monthly: Further Reduction in U.S. Equity Exposure

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

A potential U.S. slowdown has prompted a further shift toward non-U.S. equities.

Multi-Asset

Global Multi-Asset Group: 2017 Outlook

We think the environment will favor equities, credit and the dollar in early 2017.

Multi-Asset

GMAG Monthly by Mark Hamilton

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

Get the GMAG's outlook across asset classes and see how they're managing their portfolios.

Multi-Asset

Global Allocation Fund: A Dynamic Risk-Aware Portfolio

How our Fund seeks to deliver strong risk-adjusted returns across market cycles.

Multi-Asset

Finding Where Opportunities Intersect

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

Asset allocation team brings together experts from diverse fields to find opportunities.

Multi-Asset

Designing and Managing Objective-Driven Portfolios

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

We build multi-asset portfolios designed to address key investment objectives.

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R  are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25%  for Class R shares. Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months). Class Y shares are not subject to a sales charge. 

On 2/22/2008 and 3/31/2008 for RWL, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates. On 9/30/2008, the last trade price for RWL was used to calculate market return because an uncorrected, failed trade resulted in an incorrect 4:00pm EST midpoint bid/ask price on that date. On 2/22/2008 and 3/31/2008 for RWJ, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates.

The NAV return is based on the net asset value of the Fund and the market return (MKT) is based on the market price per share of the Fund. The price used to calculate MKT is determined by using the midpoint between the highest bid and the lowest offer on the primary stock exchange on which the shares of the Fund are listed for trading when the Fund's NAV is calculated at market close. MKT and NAV assume dividends and capital gain distributions have been reinvested in the Fund at market price and NAV, respectively. Returns less than one year are cumulative.

  1. 1. Because of changes to certain non-fundamental investment policies in connection with a change from a balanced strategy to a global allocation strategy, performance prior to 8/16/10 is not indicative of performance for any subsequent periods.
  2. 2. In managing the portfolio, the Manager will have the authority to select and substitute certain underlying Oppenheimer funds, as designated in the prospectus, and may be subject to potential conflicts of interest because the fees paid to it by some underlying funds are higher than the fees paid by others. However, the Manager is obligated to act in each portfolio's best interests when selecting underlying funds. Each of the underlying funds in which the portfolio invests has its own investment risks, and those risks can affect the value of each portfolio's shares and investment. In addition, there is no guarantee that the underlying funds will achieve their investment objectives. The underlying funds may change their investment objectives or policies without the approval of the portfolio, and a portfolio may be forced to sell its shares of underlying funds at a disadvantageous time.
  3. 3. In managing the portfolio, the managers will have the authority to select and substitute certain underlying Oppenheimer funds, as designated in the prospectus, and may be subject to potential conflicts of interest because the fees paid to it by some underlying funds are higher than the fees paid by others. However, the managers are obligated to act in each portfolio's best interests when selecting underlying funds. Each of the underlying funds in which the portfolios invest has its own investment risks, and those risks can affect the value of each portfolio's shares and investments. In addition, there is no guarantee that the underlying funds will achieve their investment objectives. The underlying funds may change their investment objectives or policies without the approval of the portfolio, and a portfolio may be forced to sell its shares of the underlying funds at a disadvantageous time.
  4. A. Returns are preliminary and subject to change until the first business day of the month.
  5. B. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
  6. C. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.
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