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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
  • 26 YRS

    Industry

  • 23 YRS

    Oppenheimer

Managed Funds
Fund Name Managed Since YTD as of
  • 2/21/18
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
Senior Floating Rate Fund A - OOSAX (NAV)
9/7/1999 0.92 3.77 4.64 4.16 4.54 4.89
9/8/99
1.13
 
Senior Floating Rate Fund A - OOSAX (with Sales Charge)
9/7/1999 0.92 0.14 3.40 3.42 4.16 4.69
9/8/99
1.13
 
Senior Floating Rate Plus Fund A - OSFAX (NAV)
8/23/2013 1.05 3.74 4.27 3.68
8/23/13
1.86
 
Senior Floating Rate Plus Fund A - OSFAX (with Sales Charge)
8/23/2013 1.05 0.11 3.04 2.84
8/23/13
1.86
Average Annual Total Returns (%) as of 12/31/17
  • C

Insights

Domestic Debt

The Latest on Oppenheimer Senior Floating Rate Fund

Head of Senior Corporate Loan Team

Portfolio Manager

Quarterly performance and portfolio positioning for Oppenheimer Senior Floating Rate Fund.

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

Loans to Companies, Opportunities for Investors

Head of Senior Corporate Loan Team

Loans helping companies become successful can be attractive investments.

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