Caleb Wong

Portfolio Manager

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Caleb is often drawn to new ideas and paradigms in diverse fields such as psychology and economic theory and how they relate to investing. He is an avid reader of award-winning fiction. In his spare time, he plays the piano, for which he was classically trained since the age of five, is an alpine skier and cyclist, and is open to any activity related to speed.

  • B.S. from Massachusetts Institute of Technology
  • M.A. from University of Chicago

Tenure

  • 27YRS

    Industry

  • 18YRS

    Oppenheimer

Global Multi-Asset Group

Mark Hamilton

Chief Investment Officer, Asset Allocation

George Zivic

Portfolio Manager

Michelle Borré, CFA

Portfolio Manager

Ben Rockmuller, CFA

Portfolio Manager

Dokyoung Lee, CFA

Portfolio Manager

Alessio de Longis, CFA

Portfolio Manager

Owen Anastasia, CFA

Senior Research Analyst

Daryl Armstrong

Senior Research Analyst

Yana Keresteliev

Senior Research Analyst

Jay D. Merchant, CFA

Senior Research Analyst

Timothy Mulvihill, CFA

Senior Research Analyst

Sergei Polevikov, CFA

Senior Research Analyst

Cristian A. Del Solar

Research Analyst

Brian Giesen, CFA

Research Analyst

Julia Gu

Research Analyst

John Muth

Research Analyst

Eren Tufekci

Research Analyst

Anna Zatulovskaya

Research Analyst

Managed Funds

Average Annual Total Returns (%) with sales charge as of 6/30/15
Fund Name Inception Date Managed Since YTD as of
  • 7/02/15
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Since Inception Gross Expense Ratio (%)
 
Portfolio Series: Active Allocation Fund A - OAAAX 4/5/2005 4/5/2005 3.26 -3.36 9.93 9.53 3.92 3.99 1.20
 
Global Multi Strategies Fund A - OARAX 3/5/2007 3/5/2007 -0.34 -4.77 2.88 1.61 0.98 1.57

Insights

Bw 2015 mid year outlook oppenheimerfunds 620x349

Markets & Economy

2015 Mid-Year Outlook: The Beat Goes On

Krishna Memani

Chief Investment Officer

We outline our views on the economy and investment implications at mid-year 2015.

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Why OppenheimerFunds

The Benefits of Active Management for Investors

Brian Levitt

Senior Investment Strategist

Alec Young

Investment Strategist

Patient, active investment management is key to helping investors achieve long-term goals.

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. 

    "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.

  1. 1. Special Risks: 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. Below-investment-grade ("high yield" or "junk") bonds are more at risk of default and are subject to liquidity risk. Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be especially volatile. Value investing involves the risk that undervalued securities may not appreciate as anticipated. Investments in securities of technology companies may be especially volatile. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Investments in securities of growth companies may be volatile. Derivative instruments whose values depend on the performance of an underlying security, asset, interest rate, index or currency, entail potentially higher volatility and risk of loss compared to traditional stock or bond investments. Inflation-indexed debt securities are bonds structured to seek to provide protection against inflation. If inflation declines, the principal amount or the interest rate of an inflation-indexed bond will be adjusted downward. This will result in reduced income and may result in a decline in the bond's price which could cause losses for the Fund. Interest payments on inflation-protected debt securities can be unpredictable and will vary as the principal or interest rate is adjusted for inflation. Inflation-indexed debt securities are also subject to the risks associated with investments in fixed income securities. Diversification does not guarantee profit or protect against loss.
  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. Special Risks Foreign investments may be volatile and involve additional expenses and special risks, including currency fluctuations, foreign taxes and geopolitical risks. Emerging and developing market investments may be especially volatile. Due to the recent global economic crisis that caused financial difficulties for many European Union countries, Eurozone investments may be subject to volatility and liquidity issues. 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. The Fund invests in below-investment-grade ("high yield" or "junk") bonds, which are more at risk of default and are subject to liquidity risk. Event-linked securities are fixed income securities for which the return of principal and interest payment is contingent on the non-occurrence of a trigger event that leads to physical or economic loss. If the trigger event occurs prior to maturity, the Fund may lose all or a portion of its principal and additional interest. Derivative instruments whose values depend on the performance of an underlying security, asset, interest rate, index or currency, entail potentially higher volatility and risk of loss compared to traditional stock or bond investments. Short selling may increase volatility and risk of loss and is considered a speculative investment practice. Commodity-linked investments are considered speculative and have substantial risks, including the risk of loss of a significant portion of their principal value. Small and mid-sized company stock is typically more volatile than that of larger, more established businesses, as these stocks tend to be more sensitive to changes in earnings expectations. It may take a substantial period of time to realize a gain on an investment in a small or mid-sized company, if any gain is realized at all. Investments in securities of real estate companies may be especially volatile. Because they do not have an active trading market, shares of Real Estate Investment Trusts (REITs) may be illiquid. The lack of an active trading market may make it difficult to value or sell shares of REITs promptly at an acceptable price.The Fund may also invest through a wholly-owned Cayman Islands subsidiary, which is subject to the laws of the Cayman Islands and involves the risk that changes to those laws could negatively affect the Fund.
  4. A. 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.
  5. B. "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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