Oppenheimer Total Return Bond Fund - Keywords

 

FUND OVERVIEW

  • Team Managed
  • Sector Analysts

INVESTMENT FOCUS

  • Corporate Bonds
  • U.S. Core Fixed Income
  • Government Agency Mortgages
  • Asset-Backed Securities

INVESTMENT PHILOSOPHY

  • Risk Diversifier
  • Rate Agnostic
  • Credit-Centric Risk Manager
  • Capital Protection

INVESTMENT PROCESS

  • Macro View
  • Credit Cycle
  • Short Duration Focused
  • Owning Exposure to Sectors
  • Alpha through Limited Individual Positions
  • Compensated for Systemic Credit Risk

RESEARCH PROCESS

  • Sector-based Teams
  • Team Collaboration
  • Sector Portfolio Managers

PORTFOLIO CONSTRUCTION

  • Focus on Sharpe and Information Ratio
  • Conditional Value at Risk
  • Risk-Aware Construction

RISK CONTROL

  • Idiosyncratic Risk
  • Strict Sell Discipline
  • Stop Outs Risk Management
  • Position Size