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David Lukkes, CFA

Portfolio Manager

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  • B.S. from Colorado State University
  • M.B.A. from University of Arizona

David Lukkes, CFA, is a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund. Additionally, he co-manages several institutional portfolios that invest in senior loans.

Previously, Mr. Lukkes served as a senior research analyst for the Senior Corporate Loan Team.

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  • B.S. from Colorado State University
  • M.B.A. from University of Arizona
  • 23 YRS

    Industry

  • 15 YRS

    Oppenheimer

Managed Funds
Fund Name Managed Since YTD as of
  • 12/15/17
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
10/28/2015 3.34
9/8/99
1.13
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
10/28/2015 3.34
9/8/99
1.13
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
10/28/2015 3.31
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
10/28/2015 3.31
8/23/13
1.86
Average Annual Total Returns (%) as of 9/30/17
  • C

Insights

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

Domestic Debt

Senior Loans: An Investment for Today and the Future

Head of Senior Corporate Loan Team

Portfolio Manager

Senior Client Portfolio Manager

Senior loans may offer fixed-income investors unique advantages over other debt investments.

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