As markets evolve, investment opportunities emerge—and Oppenheimer Fundamental Alternatives Fund seeks to identify and capitalize on them through long and short positions across asset classes, backed by fundamental research.
In this Ticker Magazine feature article, the Fund’s portfolio manager Michelle Borré answers the most central questions about her investment philosophy and process, research methodology, risk-management practices and the role of diversification. She explains how her Fund aims to spot overlooked opportunities in order to diversify a portfolio and deliver returns with low sensitivity and volatility, compared with traditional market exposure.
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Fixed income investing entails credit and interest rate risks. When interest rates rise, bond prices generally fall, and the Fund’s share prices can fall. Asset allocation cannot eliminate the risk of fluctuating prices and uncertain returns. Alternative asset classes may be volatile and are subject to liquidity risk. Under certain conditions, the Fund’s long positions and/or short positions may be subject to a decline in market value which may result in substantial losses.
Mutual funds are subject to market risk and volatility. Shares may gain or lose value.
These views represent the opinions of OppenheimerFunds, Inc. and are not intended as investment advice or to predict or depict the performance of any investment. These views are as of the publication date, and are subject to change based on subsequent developments.