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Caleb Wong

Portfolio Manager

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Tenure

  • 29 YRS

    Industry

  • 20 YRS

    Oppenheimer

  • B.S. from Massachusetts Institute of Technology
  • M.A. from University of Chicago

Caleb Wong is the portfolio manager of our Cat Bond strategy, Oppenheimer Global Multi Strategies Fund and a co-portfolio manager of Oppenheimer Portfolio Series Active Allocation Fund. Previously, Mr. Wong was the Chief Quantitative Investment Strategist for the Firm's fixed income department and was responsible for the assets managed quantitatively across a number of the Firm’s products. He has been with the Firm since 1996.

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  • B.S. from Massachusetts Institute of Technology
  • M.A. from University of Chicago
Alternative Strategies Team
Michelle Borré, CFA

Portfolio Manager

Daryl Armstrong

Senior Research Analyst

Brian Giesen, CFA

Research Analyst

Robert Herz, CFA

Senior Research Analyst

Jay D. Merchant, CFA

Senior Research Analyst

Timothy Mulvihill, CFA

Senior Research Analyst

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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 (%)
 
Portfolio Series: Active Allocation Fund A - OAAAX (NAV) 4/5/2005 5.02 -3.70 5.69 5.26 3.12 3.83
4/5/05
1.22
 
Portfolio Series: Active Allocation Fund A - OAAAX (with Sales Charge) 4/5/2005 5.02 -9.24 3.62 4.02 2.51 3.28
4/5/05
1.22
 
Global Multi Strategies Fund A - OARAX (NAV)
3/5/2007 3.46 -0.63 2.93 0.74 1.45
3/5/07
1.62
 
Global Multi Strategies Fund A - OARAX (with Sales Charge)
3/5/2007 3.46 -6.34 0.92 -0.45 0.81
3/5/07
1.62

Insights

Alternatives

Understanding Catastrophe Bonds

Caleb Wong

Portfolio Manager

We answer key questions on catastrophe bonds as an asset class and investment opportunity.

Alternatives

Diversifying into Catastrophe Bonds

Caleb Wong

Portfolio Manager

Catastrophe bonds have the potential to improve and diversify portfolio returns.

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. In managing the portfolio, the Manager 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 Manager is obligated to act in each portfolio's best interests when selecting underlying funds. Each of the underlying funds in which the portfolio invests has its own investment risks, and those risks can affect the value of each portfolio's shares and investment. 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 underlying funds at a disadvantageous time.
  2. 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.
  3. 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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