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Fundamental Alternatives

Focus

A strategy providing access to an alternative portfolio that seeks high risk-adjusted returns over the long-term with low market beta, low volatility and downside migration.

Investment Approach

The strategy utilizes a fundamental approach based on value-based research to construct an alternative portfolio that seeks to provide strong risk-adjusted returns over the long-term with low market beta, low volatility and downside mitigation. It employs multiple long and short strategies across a broad array of assets and offers exposure to hedge-fund like strategies while providing the cost, liquidity and transparency benefits of a mutual fund.

Fundamental alternatives infographic 1

Risk Management

Careful monitoring of portfolio and position exposures along with monitoring for buildup of imbalances and/or tail risks. Seek inexpensive, effective hedges and best risk/reward across portfolio positions.

Conduct portfolio level and security level analysis, including stress test and scenario analysis, to assess potential risks and imbalances, as well as return potential.

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