A credit strategy using bottom-up, fundamental analysis to invest in senior loans.
The team seeks to invest in the most attractively valued opportunities across the credit spectrum commensurate with underlying risks and other factors. While portfolio managers establish the overall strategy and continuously monitor portfolio level risk exposures, credit analysts are charged with conducting bottom-up, fundamental analysis across the credit spectrum that drives industry allocation and security selection decisions. The result is an actively managed, diversified portfolio of attractively valued senior loans.
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.
Joseph Welsh, CFA
Joseph Welsh, CFA, is the Head of the Senior Corporate Loan Team and has been a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund since their inceptions. He also co-manages several institutional portfolios that invest in senior loans.
David Lukkes, CFA
David Lukkes, CFA, is a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund. Additionally, he co-manages several institutional portfolios that invest in senior loans.