Spoof Access

×
U.S. Flag United States
Registered Investment Advisor
×

Joseph Welsh, CFA

Head of Senior Corporate Loan Team

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

Joseph Welsh, CFA, is the Head of the Senior Corporate Loan Team and has been a portfolio manager of the Senior Loans strategy and Oppenheimer Senior Floating Rate Plus Fund since their inceptions. He also co-manages several institutional portfolios that invest in senior loans.

He has been with the Firm since 1995.

Show full biography Hide full biography
  • B.S. from Pennsylvania State University
  • M.B.A. from Pace University
  • 26 YRS

    Industry

  • 22 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)
9/7/1999 3.34
9/8/99
1.13
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
9/7/1999 3.34
9/8/99
1.13
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
8/23/2013 3.31
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
8/23/2013 3.31
8/23/13
1.86
Average Annual Total Returns (%) as of 9/30/17
  • C

Insights

Press Releases

OppenheimerFunds Receives 21 Lipper Fund Awards

OppenheimerFunds announced that 21 of its funds earned 2017 Lipper Fund Awards, in four asset classes.

Domestic Debt

Four Reasons to Avoid Passive Loan ETFs

Head of Senior Corporate Loan Team

Senior Client Portfolio Manager

ETFs have taken investment management by storm, but may not be the best choice in all categories.

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.

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

Loans to Companies, Opportunities for Investors

Head of Senior Corporate Loan Team

Loans helping companies become successful can be attractive investments.

×
Loading...
Tiny Button Small Button Large Button Default Button Secondary Button Framed Button Framed Button ( Small Caps )