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Senior Loans

Focus

A credit strategy using bottom-up, fundamental analysis to invest in senior loans.

Investment Approach

The strategy seeks to invest in senior loans with the most attractive income and price appreciation potential commensurate with underlying risks and other factors. By employing bottom-up, fundamental credit analysis, the team seeks comprehensive understanding of individual issuers, its outstanding senior loans, and its corresponding industry.

Credit analysts conduct bottom-up, fundamental analysis across the credit spectrum that drives their industry allocation and security selection decisions. Portfolio managers establish strategy direction, ensure risk exposures are as intended and review performance. The result is an actively managed, diversified portfolio of attractively valued senior loans.

Senior loans infographic 1

Risk Management

Security Level

  • Credit-centric, bottom-up, fundamental research seeks to mitigate credit risk
  • Focus on senior loans that are generally tradable in the secondary market

Strategy Level

  • Industry diversification – industry overweight and underweight limits
  • Issuer diversification – modest position size limits per issuer

Firm Level: Independent Risk Management Team

  • Performs comprehensive portfolio reviews with investment team and senior management
  • Monitors individual security holdings across the entire firm

Available Vehicles

Other Types

For a suite of investment vehicles beyond mutual funds, please visit OFIglobal.com. OFI Global Asset Management™, an OppenheimerFunds company, delivers the firm’s investment expertise and solutions to institutional and high-net worth investors.

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