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Alessio de Longis, CFA

Portfolio Manager

Bw alessio de longis 469x264

Tenure

  • 12 YRS

    Industry

  • 12 YRS

    Oppenheimer

  • B.A. from University of Rome
  • M.A. from University of Rome
  • MSc from University of Essex, UK

Alessio de Longis, CFA, is a portfolio manager for the Global Multi-Asset Group (GMAG), which he joined in October 2013. Additionally, Mr. de Longis leads the group’s macro strategy, focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns, and manages active currency strategies in GMAG’s funds. From 2004 to 2013, he was a member of the Global Debt Team.

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  • B.A. from University of Rome
  • M.A. from University of Rome
  • MSc from University of Essex, UK
Global Multi-Asset Group
Mark Hamilton

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

Ben Rockmuller, CFA

Portfolio Manager

Dokyoung Lee, CFA

Portfolio Manager

Cristian A. Del Solar

Research Analyst

Dianne Ellis

Research Analyst

Julia Gu

Research Analyst

Jesse Hurwitz

Research Analyst

Arezu Moghadam, Ph.D.

Senior Research Analyst

Sergei Polevikov, CFA

Senior Research Analyst

Eren Tufekci

Research Analyst

Anna Zatulovskaya, CFA

Research Analyst

John Corcoran

Senior Client Portfolio Manager

Laura Lawson, CFA

Senior Client Portfolio Manager

Show Global Multi-Asset Group Hide Global Multi-Asset Group

Managed Funds

Average Annual Total Returns (%) as of 6/30/16
Fund Name Managed Since YTD as of
  • 9/23/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Global Allocation Fund A - QVGIX (NAV) 4/28/2015 6.50 -1.79 4.84 3.58 3.03 7.86
11/1/91
1.34
 
Global Allocation Fund A - QVGIX (with Sales Charge) 4/28/2015 6.50 -7.44 2.79 2.36 2.42 7.60
11/1/91
1.34
 
Global Multi-Alternatives Fund A - ODAAX (NAV) 4/28/2015 4.12 0.21 1.62 0.14
12/28/12
1.41
 
Global Multi-Alternatives Fund A - ODAAX (with Sales Charge) 4/28/2015 4.12 -5.55 -0.36 -1.54
12/28/12
1.41
 
Global Multi-Asset Income Fund A - QMAAX (NAV)
4/28/2015 9.41 2.81 1.49
12/1/14
1.81
 
Global Multi-Asset Income Fund A - QMAAX (with Sales Charge)
4/28/2015 9.41 -2.08 -1.59
12/1/14
1.81
 
Global Multi-Asset Growth Fund A - QMGAX (NAV) 8/27/2015 9.06
8/27/15
1.53
 
Global Multi-Asset Growth Fund A - QMGAX (with Sales Charge) 8/27/2015 9.06
8/27/15
1.53
 
Global Multi-Alternatives Fund/VA (NAV) 4/29/2016 4.08 -0.01 1.94
11/14/13
1.47
 
Global Multi-Alternatives Fund/VA (with Sales Charge) 4/29/2016 4.08 -0.01 1.94
11/14/13
1.47

Insights

Multi-Asset

Global Allocation Fund: A Dynamic Risk-Aware Portfolio

How our Fund seeks to deliver strong risk-adjusted returns across market cycles.

Multi-Asset

What’s Next for Europe? All Roads Lead to Rome

Alessio de Longis

Portfolio Manager

Italy’s weak banks make it an economic, financial and political threat to European unity.

Multi-Asset

Why We See Opportunity in Emerging Markets

Alessio de Longis

Portfolio Manager

Emerging market stocks look particularly attractive as China enters a recovery regime.

Multi-Asset

Asset Allocation Guidance for a Volatile 2016

Mark Hamilton

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

Alessio de Longis

Portfolio Manager

High-yield credit securities may deliver better value with less risk than equities.

Multi-Asset

A Stronger Yen May Inspire Efforts to Weaken It

Alessio de Longis

Portfolio Manager

Potential BOJ moves have pushed us to a neutral yen exposure.

Multi-Asset

Active Currency Management– Long Yen

Alessio de Longis

Portfolio Manager

We recommend a portfolio overweight to the yen, despite Japan’s negative interest rates.

Multi-Asset

Dynamic Asset Allocation Through the Business Cycle

Mark Hamilton

Chief Investment Officer, Asset Allocation & Alternatives, Portfolio Manager

Alessio de Longis

Portfolio Manager

How investors can allocate assets effectively through the business cycle.

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R  are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25%  for Class R shares. Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months). Class Y shares are not subject to a sales charge. 

  1. 1. Because of changes to certain non-fundamental investment policies in connection with a change from a balanced strategy to a global allocation strategy, performance prior to 8/16/10 is not indicative of performance for any subsequent periods.
  2. 2. In managing the portfolio, the managers will have the authority to select and substitute certain underlying Oppenheimer funds, as designated in the prospectus, and may be subject to potential conflicts of interest because the fees paid to it by some underlying funds are higher than the fees paid by others. However, the managers are obligated to act in each portfolio's best interests when selecting underlying funds. Each of the underlying funds in which the portfolios invest has its own investment risks, and those risks can affect the value of each portfolio's shares and investments. In addition, there is no guarantee that the underlying funds will achieve their investment objectives. The underlying funds may change their investment objectives or policies without the approval of the portfolio, and a portfolio may be forced to sell its shares of the underlying funds at a disadvantageous time.
  3. 3. Prior to 11/28/14, the Fund's name was Oppenheimer Diversified Alternatives Fund.
  4. 4. This is a new fund with a limited operating history and an inception date of 8/27/15.
  5. 5. Prior to April 30, 2015, the Fund was named Oppenheimer Diversified Alternatives Fund/VA
  6. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily. ↩
  7. B. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions. ↩
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