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
-
27 YRS
Industry
-
23 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 | Expense Ratio (%) | |
|---|---|---|---|---|---|---|---|---|---|
|
|
Senior Floating Rate Fund
A - OOSAX
(NAV)
|
9/7/1999 | 1.31 | 5.03 | 5.62 | 3.99 | 5.84 |
4.89
9/8/99 |
1.14 |
|
|
Senior Floating Rate Fund
A - OOSAX
(with Sales Charge)
|
9/7/1999 | 1.31 | 1.36 | 4.37 | 3.26 | 5.46 |
4.69
9/8/99 |
1.14 |
|
|
Senior Floating Rate Plus Fund
A - OSFAX
(NAV)
|
8/23/2013 | 1.02 | 5.09 | 5.37 | 3.94 | – |
3.88
8/23/13 |
1.86 |
|
|
Senior Floating Rate Plus Fund
A - OSFAX
(with Sales Charge)
|
8/23/2013 | 1.02 | 1.41 | 4.12 | 3.20 | – |
3.15
8/23/13 |
1.86 |
Insights
Fixed Income
Senior Client Portfolio Manager
Senior loans are designed to handle a variety of conditions.
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
A handbook to help investors understand an asset class we believe has great potential.
Domestic Debt
Head of Senior Corporate Loan Team
Loans helping companies become successful can be attractive investments.