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Joseph Welsh, CFA

Head of High Yield Corporate Debt Team

Tenure

  • 24 YRS

    Industry

  • 21 YRS

    Oppenheimer

  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University

Joseph Welsh, CFA serves as the Head of the High Yield Corporate Debt Team and is also a portfolio manager of Oppenheimer Senior Floating Rate Fund and Oppenheimer Senior Floating Rate Plus Fund. He also co-manages several institutional portfolios that invest in senior loans. He has been with the Firm since 1995.

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  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University
High Yield Corporate Debt Team
David Lukkes, CFA

Portfolio Manager

Anthony Arnese, CFA

Senior Analyst

Anthony Barbato, CFA

Senior Analyst

Jared Bunyak, CFA

Senior Analyst

Rob Chavez

Analyst

Brian Hickey, CFA

Senior Analyst

Luke Obermeyer

Analyst

Myk Pleet

Senior Analyst

Jahan Sadeghi, CFA

Analyst

Taylor Watts

Senior Client Portfolio Manager

Show High Yield Corporate Debt Team Hide High Yield Corporate Debt Team

Managed Funds

Average Annual Total Returns (%) as of 8/31/16
Fund Name Managed Since YTD as of
  • 9/29/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
9/7/1999 8.82 0.90 2.21 3.39 3.91 4.66
9/8/99
1.08
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
9/7/1999 8.82 -2.63 1.00 2.66 3.54 4.44
9/8/99
1.08
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
8/23/2013 9.46 -0.71 1.65
8/23/13
2.39
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
8/23/2013 9.46 -4.18 0.39
8/23/13
2.39

Insights

Domestic Debt

We View U.S. Focus of Senior Loans Appealing Post-Brexit

Joseph Welsh

Head of High Yield Corporate Debt Team

Senior loan issuers have U.S.-focused businesses that provide essential goods and services.

Domestic Debt

Answers to Key Questions About the Senior Loan Market

Joseph Welsh

Head of High Yield Corporate Debt Team

Portfolio manager Joe Welsh discusses liquidity, regulations and the state of the market.

Domestic Debt

A Guide to Investing in Senior Loans

A handbook to help investors understand an asset class we believe has great potential.

Domestic Debt

Optimizing Portfolios with Senior Loans

Joseph Welsh

Head of High Yield Corporate Debt Team

Taylor Watts

Senior Client Portfolio Manager

Loans offer the potential for high income, low duration and limited credit losses.

Domestic Debt

Senior Loan Market Liquidity in Perspective

Joseph Welsh

Head of High Yield Corporate Debt Team

Here’s what senior loan liquidity means for investors.

Domestic Debt

Loans to Companies, Opportunities for Investors

Joseph Welsh

Head of High Yield Corporate Debt Team

Loans helping companies become successful can be attractive investments.

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