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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.

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

    Industry

  • 24 YRS

    Oppenheimer

Managed Funds
Fund Name Managed Since YTD as of
  • 3/19/19
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
  • A
9/7/1999 3.86 -0.89 5.05 2.69 8.15 4.58
9/8/99
1.14
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
  • A
9/7/1999 3.86 -4.36 3.81 1.96 7.77 4.39
9/8/99
1.14
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
  • A
8/23/2013 5.35 -1.70 4.89 2.34 2.65
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
  • A
8/23/2013 5.35 -5.14 3.66 1.62 1.97
8/23/13
1.86
Average Annual Total Returns (%) as of 12/31/18
  • B
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