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Michelle Borré, CFA

Portfolio Manager

Tenure

  • 22 YRS

    Industry

  • 14 YRS

    Oppenheimer

  • B.A. from Barnard College - Columbia University
  • M.B.A. from Columbia University

Michelle Borré, CFA is the portfolio manager of Oppenheimer Fundamental Alternatives Fund and lead Portfolio Manager of Oppenheimer Capital Income Fund. Previously, she served as a Senior Research Analyst covering special situations for OppenheimerFunds' Value Team. Prior to joining OppenheimerFunds in 2003, she held various positions at J&W Seligman, including Managing Director and Partner.

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  • B.A. from Barnard College - Columbia University
  • M.B.A. from Columbia University
Alternative Strategies Team
Caleb Wong

Portfolio Manager

Daryl Armstrong

Senior Research Analyst

Brian Giesen, CFA

Research Analyst

Robert Herz, CFA

Senior Research Analyst

Jay D. Merchant, CFA

Senior Research Analyst

Timothy Mulvihill, 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
  • 9/18/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Capital Income Fund A - OPPEX (NAV) 4/15/2009 4.73 6.19 3.28 5.63 1.17 10.51
12/1/70
1.09
 
Capital Income Fund A - OPPEX (with Sales Charge) 4/15/2009 4.73 0.08 1.26 4.39 0.57 10.37
12/1/70
1.09
 
Fundamental Alternatives Fund A - QVOPX (NAV) 11/14/2011 1.71 1.93 1.86 4.10 2.05 8.17
1/3/89
2.06
 
Fundamental Alternatives Fund A - QVOPX (with Sales Charge) 11/14/2011 1.71 -3.93 -0.13 2.88 1.45 7.95
1/3/89
2.06

Insights

Alternatives

Price Check: How Hard Discounters Are Disrupting Grocers

Portfolio Manager

Senior Research Analyst

European discounters are pressuring grocers, CPG companies and grocery-anchored REITs.

Alternatives

The Risky Business of China's Credit Boom

Portfolio Manager

Senior Research Analyst

A China credit growth slowdown could have implications for GDP growth there and globally.

Alternatives

How IoT is Creating Investment Opportunity in Healthcare

Portfolio Manager

Research Analyst

The Internet of Things is transforming medical care and helping companies grow.

Alternatives

A Decline in Retail? Here's How We Invest in It.

Portfolio Manager

Senior Research Analyst

Tech is changing how consumers shop. We see unconventional opportunities.

Alternatives

Millennials' Preferences Are Disrupting Music Business

Portfolio Manager

Senior Research Analyst

Live events now drive artists’ income more than song and album sales.

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

Alternatives

The Growing Importance of Alternative Strategies

Portfolio Manager

Investors who expect lower returns for stocks and bonds should consider alternative strategies

Alternatives

Assessing Risk in Alternative Strategy Portfolios

Portfolio Manager

Understanding risk attributes and the impact on portfolio outcomes.

Alternatives

Internet of Things: Investing in Disruptive Change

Portfolio Manager

The Internet connectivity that objects can have today is bringing opportunities and disruption.

Alternatives

Alt Strategies Can Offer Alpha and Risk Management

Portfolio Manager

Product Manager, Alternative Investments

Recognizing the true definition of alpha and how alternative strategies can deliver it.

Alternatives

Investing a Step Ahead of Change

Portfolio Manager

Michelle Borré analyzes data to uncover trends that others haven’t acted on yet.

Master Limited Partnerships

Alternatives—A Growth Path with Low Volatility?

Seeking refuge during periods of distress through broad diversification and low volatility.

Alternatives

Fundamental Alternatives: A Strategy for Today's Market

Learn how we pursue low volatility and high risk-adjusted returns through alternative investments.

Alternatives

Fundamental Alternatives: A Differentiated Approach

Portfolio Manager

We have the ability to go long or short to follow opportunities in the market.

Alternatives

The Benefits of a Multi-Strategy Alternative Portfolio

Portfolio Manager

Learn the benefits of a multi-alternatives approach and how we construct portfolios.

Multi-Asset

Capital Income Fund: Seeking Offense Plus Defense

Portfolio Manager

The income fund uses three separate strategies to provide low volatility.

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. The Fund's investment objective changed from "seeks as much current income as is compatible with prudent investment" to "seeks total return" on 12/28/12.
  2. 2. Effective 11/1/13, the Fund will increase its investment limit on below investment grade securities from 25% to 40%, and the Fund will increase its investment limit on illiquid securities from 10% to 15%. Please see the Fund's prospectus and prospectus supplement for further information.
  3. 3. Effective 12/2/13, The Fund will limit the market value of its total short positions to not more than 40% of its net assets at the time a short sale is entered into.
  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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