David Lukkes, CFA

Portfolio Manager

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Tenure

  • 20 YRS

    Industry

  • 22 YRS

    Oppenheimer

  • B.S. from Colorado State University
  • M.B.A. from University of Arizona

David Lukkes, CFA is a portfolio manager of Oppenheimer Senior Floating Rate Fund and Oppenheimer Senior Floating Rate Plus Fund. Additionally, he co-manages several institutional portfolios that invest in senior loans. Previously, Mr. Lukkes served as a senior research analyst for the Senior Corporate Loan Team.

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  • B.S. from Colorado State University
  • M.B.A. from University of Arizona
Senior Corporate Loan Team
Joseph Welsh, CFA

Head of Senior Corporate Loan Team

Anthony Arnese, CFA

Senior Analyst

Anthony Barbato, CFA

Director of Fixed Income Research

Jared Bunyak, CFA

Senior Analyst

Rob Chavez

Analyst

Jordan Darrington

Analyst

Brian Hickey, CFA

Senior Analyst

Myk Pleet

Senior Analyst

Luke Obermeyer

Analyst

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Managed Funds

Average Annual Total Returns (%) as of 12/31/16
  • A
Fund Name Managed Since YTD as of
  • 3/24/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 1.07 12.72 3.54 5.08 4.31 4.96
9/8/99
1.11
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 1.07 8.78 2.32 4.33 3.94 4.74
9/8/99
1.11
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 1.16 13.18 3.26 3.66
8/23/13
2.06
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 1.16 9.22 2.04 2.57
8/23/13
2.06

Insights

Markets & Economy

2017 Outlook – How to Invest this Year

Krishna Memani

Chief Investment Officer, Portfolio Manager

Our interactive investment outlook highlights areas of opportunity and concern for 2017.

Domestic Debt

Senior Loans: An Investment for Today and the Future

Joseph Welsh

Head of Senior Corporate Loan Team

David Lukkes

Portfolio Manager

Taylor Watts

Senior Client Portfolio Manager

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

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