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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.
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
- B.S. from Pennsylvania State University
- M.B.A. from Pace University
Managed Funds
| Fund Name | Managed Since |
YTD as of
|
1 Yr | 3 Yr | 5 Yr | 10 Yr | Life | Gross Expense Ratio (%) | |
|---|---|---|---|---|---|---|---|---|---|
|
|
Senior Floating Rate Fund
A - OOSAX
(NAV)
|
9/7/1999 | 2.36 | 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 | 2.36 | 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 | 2.34 | 9.34 | 2.85 | – | – |
3.59
8/23/13 |
2.06 |
|
|
Senior Floating Rate Plus Fund
A - OSFAX
(with Sales Charge)
|
8/23/2013 | 2.34 | 5.51 | 1.63 | – | – |
2.64
8/23/13 |
2.06 |
Insights
Domestic Debt
Head of Senior Corporate Loan Team
Portfolio Manager
Quarterly performance and portfolio positioning for Oppenheimer Senior Floating Rate Fund.
Press Releases
OppenheimerFunds announced that 21 of its funds earned 2017 Lipper Fund Awards, in four asset classes.
Domestic Debt
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
Head of Senior Corporate Loan Team
Senior loans may be attractive to investors seeking a potential hedge against higher rates.
Domestic Debt
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
Head of Senior Corporate Loan Team
Portfolio manager Joe Welsh discusses liquidity, regulations and the state of the market.
Domestic Debt
A handbook to help investors understand an asset class we believe has great potential.
Domestic Debt
Head of Senior Corporate Loan Team
Here’s what senior loan liquidity means for investors.
Domestic Debt
Head of Senior Corporate Loan Team
Loans helping companies become successful can be attractive investments.