OIM Bond Managers Earn Top Gun Manager of the Decade Ranking
OIM Intermediate and Core Fixed Income Ranked Among Informa’s Top 10 Fixed-Income Performers
The OIM Intermediate and Core Fixed Income strategies, managed by Leo Dierckman and Michael Richman, were named to the Informa Investment Solutions Plan Sponsor Network Top Guns Manager of the Decade for the Intermediate and All Maturity/Variable strategy universe.
Informa’s 10-year ranking recognizes the top 10 performers—before fees—within various asset class peer groups.
- For the Intermediate Maturity peer group, which included 583 investments across 222 firms, OIM Intermediate Fixed Income was ranked No. 9 based on 10-year performance.
- For the All Maturity/Variable peer group, which includes 287 investments across 141 firms, OIM Core Fixed Income was ranked No. 6 based on 10-year performance.
Corporate Core Plus was also named the PSN Top Guns Core Plus universe for the fourth quarter of 2022. Informa’s quarterly ranking recognizes the top 10 performers—before fees—within various asset class peer groups.
- For the Core Plus peer group, which includes 136 products across 100 firms, OIM Corporate Core Plus was ranked No. 8 for the fourth quarter of 2022.
While this top-ranked strategy is only available to institutional investors, retail clients can access the team’s expertise through Oppenheimer Investment Advisers. To learn more about these strategies, view the product profile.
Methodology: The Informa peer group was created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are Global Investment Performance Standards (GIPS®) compliant. These top performers are strictly based on quarterly returns. For more information, visit the Informa Financial Intelligence | Financial Research Services website.
© 2023 Oppenheimer Asset Management Inc. This commentary is intended for informational purposes only. The information and statistical data contained herein have been obtained from sources we believe to be reliable. Oppenheimer Investment Advisers (OIA) is a division of Oppenheimer Asset Management Inc. The opinions expressed are those of Oppenheimer Asset Management Inc. (“OAM”) and its affiliates and are subject to change without notice. No part of this commentary may be reproduced in any manner without the written permission of OAM or any of its affiliates. Any securities discussed should not be construed as a recommendation to buy or sell and there is no guarantee that these securities will be held for a client’s account nor should it be assumed that they were or will be profitable. Past performance does not guarantee future comparable results.
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The risks associated with investing in fixed income include risks related to interest rate movements as the price of these securities will decrease as interest rates rise (interest rate risk and reinvestment risk), the risk of credit quality deterioration which is an issuer will not be able to make principal and interest payments on time (credit or default risk), and liquidity risk (the risk of not being able to buy or sell investments quickly for a price that is close to the true underlying value of the asset). Funds that invest in lower-rated debt securities (commonly referred to as high yield or junk bonds) involve additional risks because of the lower credit quality of the securities in the portfolio. The investor should be aware of the possible higher level of volatility, and increased risk of default.
A credit rating is an assessment provided by a nationally recognized statistical rating organization (NRSRO) of the creditworthiness of the issuer with respect to debt obligations, including specific securities, money market instruments or other debts. Ratings are measured on a scale that generally ranges from AAA or Aaa (highest, depending on the rating organization) to C or D (lowest, again, depending upon the rating organization). Ratings are subject to change without notice. Not rated indicates the debtor was not rated and should not be interpreted as indicating low quality. For more information on the rating methodology, please visit each agencies’ websites, Moody’s and Standard and Poor’s, and their respective rating methodology for rating credits. 5596090.1