Launch of Oppenheimer Global Multi-Asset Growth Fund Highlights Objective-Driven, Client-Centric Approach

Aug 27, 2015, 14:29 ET from OppenheimerFunds, Inc.

NEW YORK, Aug. 27, 2015 /PRNewswire/ -- OppenheimerFunds, a leader in global asset management, today launched the Oppenheimer Global Multi-Asset Growth Fund, underscoring the continuing expansion of the firm's multi-asset, client-focused approach.

The new fund invests across asset classes to efficiently provide risk-adjusted growth while mitigating downside risk and volatility. It is co-managed by Mark Hamilton, Chief Investment Officer, Asset Allocation; and Portfolio Managers Dokyoung Lee, CFA; Alessio de Longis, CFA; and Benjamin Rockmuller, CFA.  

"OppenheimerFunds has developed a distinctive way of thinking about multi-asset portfolios to best serve client needs and objectives. We are providing clarity by creating four multi-asset portfolios to address the typical investment objectives voiced by investors and their advisors: growth, income, diversification and inflation protection. These solutions are designed to address the needs of clients across all market environments," said Krishna Memani, Chief Investment Officer, OppenheimerFunds. "Mark Hamilton has built a team that is custom made for this objective-driven approach in the multi-asset space."

Hamilton joined OppenheimerFunds in 2013 to build out the firm's multi-asset capabilities. He leads a seasoned 20-person investment team with deep experience across traditional and alternative assets, including equities, fixed income, credit, currencies and commodities. The team's investment expertise spans a variety of disciplines, including quantitative, fundamental and macroeconomic analysis.

"We seek to provide investors and advisors with solutions to meet their key investment objectives. To do this, we combine multiple perspectives -- macro, valuation, and risk -- to develop a robust view of opportunities and risks across asset classes," Hamilton said. "Our team has a great chemistry -- dynamic, creative, and collaborative -- that generates ideas informed by the vigorous exchange of different perspectives. That is how we develop distinctive approaches to the needs of investors and advisors."


Mark Hamilton, CIO, Asset Allocation leads the firm's efforts in designing and implementing multi-asset products and solutions. He serves as portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Alternatives Fund, Oppenheimer Global Multi-Asset Growth Fund, Oppenheimer Global Multi-Asset Income Fund and the Oppenheimer Portfolio Series Funds. Additionally, his team manages Oppenheimer Flexible Strategies Fund, Oppenheimer Capital Income Fund, Oppenheimer Commodity Strategy Total Return Fund and Oppenheimer Global Multi Strategies Fund.

Hamilton joined the firm in 2013 from AllianceBernstein, L.P., where he held various roles throughout his 19-year tenure. Most recently, he was investment director on the Dynamic Asset Allocation portfolio management team. His responsibilities included managing investments in the global equity, bond, credit, currency and real asset sectors, and directing the design, development and implementation of dynamic asset allocation strategies for institutional, sub-advisory, retail and private client channels. He previously served as Head of the North American Blend team, Director of Fixed Income Plus Strategies, and Co-Head of the UK and European Fixed Income team.

Hamilton holds an M.S. in finance and applied economics from the Sloan School of Management at the Massachusetts Institute of Technology, and a B.A. in international relations and political science from the University of Southern California.

Alessio de Longis, CFA is a portfolio manager for the Global Multi-Asset Group, which he joined in October 2013. He is a portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Alternatives Fund, Oppenheimer Global Multi-Asset Growth Fund and Oppenheimer Global Multi-Asset Income Fund. Additionally, de Longis leads the group's macro strategy, focusing on business cycle dynamics, global macro regimes, and their impact on asset class risks and returns, and manages and oversees active currency strategies in GMAG's funds.

Between 2004 and 2013, de Longis was a member of the Global Debt team where he served as Portfolio Manager and Quantitative FX Strategist. He developed a large set of valuation and forecasting models for global interest rates and currency markets.

de Longis received an MSc in financial economics and econometrics from the University of Essex in the United Kingdom, and a B.A. and M.A. summa cum laude in economics from the University of Rome Tor Vergata in Italy. He is a CFA® charterholder and a published author with several publications in the field of systematic currency investing using macro information. He also published an Op-Ed for The Wall Street Journal on the Italian and European Debt Crisis.

Dokyoung Lee, CFA serves as the director of research for the Global Multi-Asset Group. In this capacity he leads the research efforts to support the design and implementation of the OppenheimerFunds' multi-asset products and solutions. Additionally, Lee is a portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Alternatives Fund, Oppenheimer Global Multi-Asset Income Fund, Oppenheimer Global Multi-Asset Income Fund and the Oppenheimer Portfolio Series funds.

Prior to joining OppenheimerFunds in 2013, Lee held various leadership positions in research and portfolio management during his 19-year tenure at AllianceBernstein.  In his most recent role as director of research for Strategic Asset Allocation, he led a team of analysts and portfolio managers in providing asset allocation solutions to clients globally and launching/managing multi-asset portfolios for individuals and institutions.  Previously, Lee was global director of research for the Blend team, head of the Asia/Pacific Blend team, and a member of the Japan Value Investment Policy Group. Before starting his investment career, he was a consultant with Andersen Consulting (Accenture) and KPMG.

Lee holds a B.S. in engineering from Princeton University and is a CFA® charterholder.

Benjamin Rockmuller, CFA is a senior portfolio manager of Oppenheimer Global Allocation Fund, Oppenheimer Global Multi-Alternatives Fund, Oppenheimer Global Multi-Asset Growth Fund and Oppenheimer Global Multi-Asset Income Fund.  Additionally, Rockmuller is responsible for the primary and secondary trading of event-linked bonds and has been involved with the analysis and management of insurance related investments since 2005.  He also remains active in the operation of Oppenheimer Master Event-Linked Bond Fund.

Previously, Rockmuller oversaw execution of quantitative trading strategies and risk management for Oppenheimer Global Strategic Income Fund, Oppenheimer International Bond Fund, Oppenheimer Active Allocation Fund and Oppenheimer Global Multi Strategies Fund.

Rockmuller holds a B.B.A in finance from the University of Massachusetts at Amherst and an M.B.A from New York University's Stern School of Business. Additionally, he is a CFA® charterholder.

About OppenheimerFunds

OppenheimerFunds, a leader in global asset management, is dedicated to providing solutions for its partners and end investors. OppenheimerFunds, including its subsidiaries, manages more than $233 billion in assets for over 13 million shareholder accounts, including sub-accounts, as of July 31, 2015.

Founded in 1959, OppenheimerFunds is a high conviction asset manager with a history of providing active, innovative investment strategies to its investors. The firm's 14 distinct, collaborative investment management teams specialize in equity, fixed income, alternative and multi-asset strategies. OppenheimerFunds and its subsidiaries offer a broad array of products and services to clients, who range from endowments and sovereigns to financial advisors serving individual investors. OppenheimerFunds provides advisory services to the Oppenheimer mutual funds, and OFI Global Asset Management offers solutions to institutions. For more information, visit

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