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Stuart Cartner

Senior Portfolio Manager

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Tenure

  • 29 YRS

    Industry

  • 10 YRS

    Oppenheimer

  • B.S. from Indiana University
  • M.B.A. from Kellogg Graduate School of Management, Northwestern University

Stuart Cartner serves as a senior portfolio manager of the Oppenheimer SteelPath Team. Prior to joining SteelPath in 2007, Mr. Cartner was an advisor in the Private Wealth Management Division of Goldman Sachs. During his 19-year tenure there, he was responsible for managing a $200 million portfolio of midstream MLPs. Previously he worked at Trammell Crow Company and General Electric.

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  • B.S. from Indiana University
  • M.B.A. from Kellogg Graduate School of Management, Northwestern University
SteelPath Team
Brian Watson, CFA

Senior Portfolio Manager, Director of Research

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 6/30/17
  • A
Fund Name Managed Since YTD as of
  • 9/22/17
  • B,C
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
SteelPath MLP Alpha Fund A - MLPAX (NAV)
3/31/2010 -5.82 1.51 -7.64 3.17 4.71
3/31/10
4.18
 
SteelPath MLP Alpha Fund A - MLPAX (with Sales Charge)
3/31/2010 -5.82 -4.35 -9.44 1.96 3.86
3/31/10
4.18
 
SteelPath MLP Select 40 Fund A - MLPFX (NAV)
3/31/2010 -3.90 2.67 -6.51 3.68 5.13
3/31/10
5.03
 
SteelPath MLP Select 40 Fund A - MLPFX (with Sales Charge)
3/31/2010 -3.90 -3.20 -8.33 2.46 4.28
3/31/10
5.03
 
SteelPath MLP Income Fund A - MLPDX (NAV)
3/31/2010 -5.38 2.25 -6.85 1.70 3.36
3/31/10
3.56
 
SteelPath MLP Income Fund A - MLPDX (with Sales Charge)
3/31/2010 -5.38 -3.65 -8.68 0.50 2.52
3/31/10
3.56
 
SteelPath MLP Alpha Plus Fund A - MLPLX (NAV)
12/30/2011 -11.31 -0.14 -12.95 1.64 1.04
2/6/12
3.52
 
SteelPath MLP Alpha Plus Fund A - MLPLX (with Sales Charge)
12/30/2011 -11.31 -5.86 -14.64 0.45 -0.06
2/6/12
3.52

Insights

Markets & Economy

Which Global Markets Are Expected to Rise or Fall?

Explore the big macro stories and key economic data that will impact asset classes and investment plans this year.

Master Limited Partnerships

September 2017: MLP Market Update & Sector Sentiment

Senior Portfolio Manager, Director of Research

Master limited partnerships, as measured by the Alerian MLP Index, weakened in August.

Master Limited Partnerships

MLPs Recover as the Energy Market Rebalances

A rebalancing of supply and demand has improved the outlook for midstream assets.

Master Limited Partnerships

Midstream MLPs – What the Market May Be Missing

Senior Portfolio Manager, Director of Research

MLP market perceptions do not reflect underlying business fundamentals.

Master Limited Partnerships

What Is an MLP?

MLPs may help generate income while providing an alternative to stocks and bonds.

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