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Michelle Borré, CFA

Portfolio Manager

Tenure

  • 21 YRS

    Industry

  • 13 YRS

    Oppenheimer

  • B.A. from Barnard College - Columbia University
  • M.B.A. from Columbia University

Michelle Borré, CFA is a portfolio manager of Oppenheimer Fundamental Alternatives Fund and lead Portfolio Manager of Oppenheimer Capital Income Fund. Previously, she served as a Senior Research Analyst covering special situations for OppenheimerFunds' Value Team. Prior to joining OppenheimerFunds in 2003, she held various positions at J&W Seligman, including Managing Director and Partner.

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  • B.A. from Barnard College - Columbia University
  • M.B.A. from Columbia University
Alternative Strategies Team
Caleb Wong

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
  • 9/26/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
Capital Income Fund A - OPPEX (NAV) 4/15/2009 5.62 2.75 4.78 5.42 2.31 10.60
12/1/70
1.08
 
Capital Income Fund A - OPPEX (with Sales Charge) 4/15/2009 5.62 -3.16 2.74 4.18 1.71 10.46
12/1/70
1.08
 
Fundamental Alternatives Fund A - QVOPX (NAV) 11/14/2011 0.64 1.05 4.31 2.06 3.72 8.40
1/3/89
2.19
 
Fundamental Alternatives Fund A - QVOPX (with Sales Charge) 11/14/2011 0.64 -4.76 2.27 0.86 3.11 8.17
1/3/89
2.19

Insights

Alternatives

Alt Strategies Can Offer Alpha and Risk Management

Michelle Borré

Portfolio Manager

Abe Berete

Product Manager, Alternative Investments

Recognizing the true definition of alpha and how alternative strategies can deliver it.

Alternatives

Investing a Step Ahead of Change

Michelle Borré

Portfolio Manager

Michelle Borré analyzes data to uncover trends that others haven’t acted on yet.

Alternatives

Alternatives—A Growth Path with Low Volatility?

Seeking refuge during periods of distress through broad diversification and low volatility.

Alternatives

Fundamental Alternatives: A Strategy for Today's Market

Learn how we pursue low volatility and high risk-adjusted returns through alternative investments.

Alternatives

Fundamental Alternatives: A Differentiated Approach

Michelle Borré

Portfolio Manager

We have the ability to go long or short to follow opportunities in the market.

Alternatives

The Benefits of a Multi-Strategy Alternative Portfolio

Michelle Borré

Portfolio Manager

Learn the benefits of a multi-alternatives approach and how we construct portfolios.

Alternatives

A Closer Look at Overlooked Investment Opportunities

Michelle Borré

Portfolio Manager

Fundamental Alternatives Fund seeks a range of opportunities across market cycles.

Why OppenheimerFunds

How Seniors Shape the World Economy

Seniors are living longer and healthier lives—and helping drive new economic growth.

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. The Fund's investment objective changed from "seeks as much current income as is compatible with prudent investment" to "seeks total return" on 12/28/12.
  2. 2. Effective 11/1/13, the Fund will increase its investment limit on below investment grade securities from 25% to 40%, and the Fund will increase its investment limit on illiquid securities from 10% to 15%. Please see the Fund's prospectus and prospectus supplement for further information.
  3. 3. Effective 12/2/13, The Fund will limit the market value of its total short positions to not more than 40% of its net assets at the time a short sale is entered into.
  4. 4. Prior to 8/3/15, the Fund’s name was Oppenheimer Flexible Strategies Fund.
  5. 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.
  6. 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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