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Brian Watson, CFA

Senior Portfolio Manager, Director of Research

Tenure

  • 20 YRS

    Industry

  • 7 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

Chad Potter, CFA

Senior Research Analyst

Sean Wells

Senior Research Analyst

Mark Swaringen

Senior Research Analyst

Robert Coble

Senior Research Analyst

Shawn Amini

Senior Research Analyst

Cory Garcia

Senior Research Analyst

Casey Wolf

Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 3/31/17
  • A
Fund Name Managed Since YTD as of
  • 5/23/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
SteelPath MLP Select 40 Fund A - MLPFX (NAV)
3/31/2010 1.27 21.58 -1.75 4.12 6.09
3/31/10
1.24
 
SteelPath MLP Select 40 Fund A - MLPFX (with Sales Charge)
3/31/2010 1.27 14.59 -3.68 2.90 5.20
3/31/10
1.24
 
SteelPath MLP Income Fund A - MLPDX (NAV)
3/31/2010 -0.61 33.24 -2.68 2.10 4.20
3/31/10
1.49
 
SteelPath MLP Income Fund A - MLPDX (with Sales Charge)
3/31/2010 -0.61 25.54 -4.58 0.89 3.32
3/31/10
1.49
 
SteelPath MLP Alpha Plus Fund A - MLPLX (NAV)
12/30/2011 1.04 48.09 -5.48 3.64 3.57
2/6/12
2.43
 
SteelPath MLP Alpha Plus Fund A - MLPLX (with Sales Charge)
12/30/2011 1.04 39.66 -7.33 2.42 2.38
2/6/12
2.43
 
SteelPath Panoramic Fund A - EESAX (NAV)
11/18/2015 -9.54 25.20 6.36
11/18/15
2.39
 
SteelPath Panoramic Fund A - EESAX (with Sales Charge)
11/18/2015 -9.54 18.00 1.86
11/18/15
2.39
 
SteelPath MLP Alpha Fund A - MLPAX (NAV)
3/31/2010 0.61 29.06 -2.91 3.86 5.73
3/31/10
1.64
 
SteelPath MLP Alpha Fund A - MLPAX (with Sales Charge)
3/31/2010 0.61 21.65 -4.81 2.63 4.84
3/31/10
1.64

Insights

Alternatives

Is the Age of Natural Gas Just Around the Corner?

Natural gas demand is expected to outpace that of other fossil fuels.

Alternatives

May 2017 MLP Update: The Permian Basin and Energy Investors

Brian Watson

Senior Portfolio Manager, Director of Research

The Permian oil basin may hold potential growth opportunities for energy and midstream investors.

Alternatives

Energy Markets Have Turned Choppy but We Like the Horizon

Brian Watson

Senior Portfolio Manager, Director of Research

Cory Garcia

Senior Research Analyst

While sentiment is driving energy market volatility, underlying fundamentals remain solid.

Alternatives

OPEC on Oil Supply: Jawboning or Something More?

Brian Watson

Senior Portfolio Manager, Director of Research

We explore possible reasons for OPEC's oil production cut and the impact on future oil markets.

Alternatives

Midstream MLPs – What the Market May Be Missing

Brian Watson

Senior Portfolio Manager, Director of Research

MLP market perceptions do not reflect underlying business fundamentals.

Alternatives

Finding Opportunities in Midstream Energy

Brian Watson

Senior Portfolio Manager, Director of Research

Learn why we created our Oppenheimer SteelPath Funds.

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