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Brian Watson, CFA

Senior Portfolio Manager, Director of Research

Tenure

  • 22 YRS

    Industry

  • 8 YRS

    Oppenheimer

  • B.B.A. and M.B.A. from University of Texas

Brian Watson, CFA serves as Director of Research and is a senior portfolio manager on the SteelPath Team. Prior to joining the Firm in 2009, Mr. Watson was a portfolio manager and led the MLP research effort at Swank Capital LLC, in Dallas, Texas. He also covered the MLP and diversified energy sectors for RBC Capital Markets in the firm’s Equity Research Division. Prior to this, Mr. Watson worked for Prudential Capital Group.

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  • B.B.A. and M.B.A. from University of Texas
SteelPath Team
Stuart Cartner

Senior Portfolio Manager

Bob Coble

Portfolio Manager, Senior Research Analyst

Cory Garcia

Portfolio Manager, Senior Research Analyst

Chad Potter, CFA

Senior Research Analyst

Sean Wells

Senior Research Analyst

Shawn Amini

Senior Research Analyst

Casey Wolf

Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 3/31/18
  • A
Fund Name Managed Since YTD as of
  • 6/22/18
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
SteelPath MLP Select 40 Fund A - MLPFX (NAV) 3/31/2010 -1.05 -15.47 -7.24 -2.29 3.12
3/31/10
1.21
 
SteelPath MLP Select 40 Fund A - MLPFX (with Sales Charge) 3/31/2010 -1.05 -20.36 -9.05 -3.44 2.36
3/31/10
1.21
 
SteelPath MLP Income Fund A - MLPDX (NAV) 3/31/2010 -1.46 -19.68 -10.05 -4.40 0.87
3/31/10
1.45
 
SteelPath MLP Income Fund A - MLPDX (with Sales Charge) 3/31/2010 -1.46 -24.33 -11.81 -5.53 0.12
3/31/10
1.45
 
SteelPath MLP Alpha Plus Fund A - MLPLX (NAV) 12/30/2011 -4.58 -30.89 -16.07 -7.50 -3.03
2/6/12
3.24
 
SteelPath MLP Alpha Plus Fund A - MLPLX (with Sales Charge) 12/30/2011 -4.58 -34.84 -17.72 -8.59 -3.96
2/6/12
3.24
 
SteelPath Panoramic Fund A - EESAX (NAV)
11/18/2015 2.61 -11.67 -1.66
11/18/15
2.29
 
SteelPath Panoramic Fund A - EESAX (with Sales Charge)
11/18/2015 2.61 -16.75 -4.09
11/18/15
2.29
 
SteelPath MLP Alpha Fund A - MLPAX (NAV) 3/31/2010 -2.90 -21.65 -10.38 -4.20 1.85
3/31/10
2.18
 
SteelPath MLP Alpha Fund A - MLPAX (with Sales Charge) 3/31/2010 -2.90 -26.18 -12.15 -5.33 1.10
3/31/10
2.18

Upcoming Events

webinar

SteelPath MLP Funds

Replay will be available until 7/30/18.

July 20, 2018 | 10 AM - 11 AM ET

View Details

Insights

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MLPs: A Potential Longer-Term Shelter During Rising Rates

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Senior Portfolio Manager, Director of Research

Over long-term periods, MLPs have not meaningfully correlated with interest-rate moves.

Master Limited Partnerships

Have MLP and Midstream Headwinds Shifted to Tailwinds?

Senior Portfolio Manager, Director of Research

MLPs and Midstream operators are likely to benefit from normalizing energy markets.

Master Limited Partnerships

June 2018 MLP Update and the Permian Basis Blowout

Senior Portfolio Manager, Director of Research

When it comes to crude oil pricing, location is of critical importance.

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Finding Opportunities in Midstream Energy

Senior Portfolio Manager, Director of Research

Learn why we created our Oppenheimer SteelPath Funds.

The performance data quoted represents past performance, which does not guarantee future results. The investment return and principal value of an investment in the Fund will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost. Current performance and expense ratios may be lower or higher than the data quoted. All fund returns include change in share price, reinvested distributions and the sales charges as listed below, unless "without sales charge" is indicated. Returns do not consider capital gains or income taxes on an individual's investment. Class A Share returns include a maximum sales charge of 5.75% (equity), 4.75% (most fixed income), 3.5% (Senior Floating Rate Fund, Senior Floating Rate Plus), 2.25% ("limited term" fixed income funds) and 0% (Money Market Funds). Class B Share returns include contingent deferred sales charge as follows:  For years 1 - 6 respectively, charges are 5%, 4%, 3%, 3%, 2%, 1% except for "limited term" fixed income funds (4%, 3%, 2%, 2%, 1%, 0%) and Senior Floating Rate (3%, 2% 1.5%, 1.5%, 1%, 0%). Class C Share returns include a 1% contingent deferred sales charge and are subject to an annual asset-based sales charge of 0.75%. Class R  are subject to an annual asset-based sales charge of 0.25%. Annual asset-based sales charges are applied as follows: 0.75% on Class B/C; and 0.25%  for Class R shares. Prior to 7/1/14, Class R shares were named Class N shares and were subject to a 1% CDSC (18 months). Class Y shares are not subject to a sales charge. 

On 2/22/2008 and 3/31/2008 for RWL, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates. On 9/30/2008, the last trade price for RWL was used to calculate market return because an uncorrected, failed trade resulted in an incorrect 4:00pm EST midpoint bid/ask price on that date. On 2/22/2008 and 3/31/2008 for RWJ, the last trade price was used to calculate market return because 4:00pm EST midpoint bid/ask prices are not available on those dates.

The NAV return is based on the net asset value of the Fund and the market return (MKT) is based on the market price per share of the Fund. The price used to calculate MKT is determined by using the midpoint between the highest bid and the lowest offer on the primary stock exchange on which the shares of the Fund are listed for trading when the Fund's NAV is calculated at market close. MKT and NAV assume dividends and capital gain distributions have been reinvested in the Fund at market price and NAV, respectively. Returns less than one year are cumulative.

  1. 1. As a result of the Tax Cuts and Jobs Act of 2017, which was signed into law on December 22, 2017, the Oppenheimer SteelPath MLP Select 40 Fund (the “Fund”) incurred a one-time increase in the Fund’s net asset value (NAV) of 0.2%, due to a reduction in the net deferred tax liability of the Fund.
  2. 2. As a result of the Tax Cuts and Jobs Act of 2017, which was signed into law on December 22, 2017, the Oppenheimer SteelPath MLP Income Fund (the “Fund”) incurred a one-time decrease in the Fund’s net asset value (NAV) of 2.4%, due to a reduction in the value of the net deferred tax asset of the Fund.
  3. 3. As a result of the Tax Cuts and Jobs Act of 2017, which was signed into law on December 22, 2017, the Oppenheimer SteelPath MLP Alpha Plus Fund (the “Fund”) incurred a one-time decrease in the Fund’s net asset value (NAV) of 1.0%, due to a reduction in the value of the net deferred tax asset of the Fund.
  4. 4. As a result of the Tax Cuts and Jobs Act of 2017, which was signed into law on December 22, 2017, the Oppenheimer SteelPath MLP Alpha Fund (the “Fund”) incurred a one-time decrease in the Fund’s net asset value (NAV) of 2.0%, due to a reduction in the value of the net deferred tax asset of the Fund.
  5. A. Returns are preliminary and subject to change until the first business day of the month.
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