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Brian Watson, CFA

Senior Portfolio Manager, Director of Research

Tenure

  • 20 YRS

    Industry

  • 6 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

Sean Wells

Senior Research Analyst

Mark Swaringen

Senior Research Analyst

Robert Coble

Senior Research Analyst

Shawn Amini

Senior Research Analyst

Casey Wolf

Research Analyst

Charles Anderson

Senior Client Portfolio Manager

Chad Potter, CFA

Senior Research Analyst

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Managed Funds

Average Annual Total Returns (%) as of 9/30/16
Fund Name Managed Since YTD as of
  • 12/02/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
SteelPath MLP Select 40 Fund A - MLPFX (NAV)
3/31/2010 9.36 9.52 -1.06 5.08 5.74
3/31/10
1.23
 
SteelPath MLP Select 40 Fund A - MLPFX (with Sales Charge)
3/31/2010 9.36 3.23 -2.98 3.85 4.78
3/31/10
1.23
 
SteelPath MLP Income Fund A - MLPDX (NAV)
3/31/2010 19.28 7.41 -2.83 3.20 3.90
3/31/10
1.49
 
SteelPath MLP Income Fund A - MLPDX (with Sales Charge)
3/31/2010 19.28 1.23 -4.72 1.99 2.96
3/31/10
1.49
 
SteelPath MLP Alpha Plus Fund A - MLPLX (NAV)
12/30/2011 16.14 12.36 -4.31 2.44
2/6/12
2.30
 
SteelPath MLP Alpha Plus Fund A - MLPLX (with Sales Charge)
12/30/2011 16.14 5.85 -6.18 1.14
2/6/12
2.30
 
SteelPath Panoramic Fund A - EESAX (NAV) 11/18/2015 27.61
11/18/15
1.72
 
SteelPath Panoramic Fund A - EESAX (with Sales Charge) 11/18/2015 27.61
11/18/15
1.72
 
SteelPath MLP Alpha Fund A - MLPAX (NAV)
3/31/2010 12.41 6.29 -1.75 4.94 5.44
3/31/10
1.63
 
SteelPath MLP Alpha Fund A - MLPAX (with Sales Charge)
3/31/2010 12.41 0.19 -3.67 3.70 4.49
3/31/10
1.63

Insights

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

November 2016 MLP Update

Brian Watson

Senior Portfolio Manager, Director of Research

3Q earnings season kicked off, and certain oil basins may indicate future producer capacity.

Alternatives

MLPs Recover as the Energy Market Rebalances

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

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

MLPs Are Down, but Far from Out

Brian Watson

Senior Portfolio Manager, Director of Research

Market fears about the MLP market have been greatly exaggerated. Here are the facts.

Alternatives

Finding Opportunities in Midstream Energy

Brian Watson

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. This is a new fund with a limited operating history and an inception date of 11/18/15.
  2. A. Daily net asset value and dollar change of the fund is as of the previous business day's closing. Fund net asset values are updated at approximately 7 p.m. ET daily.
  3. B. "Year to Date" returns are cumulative, not annualized, and do not reflect sales charges.  These returns would be lower if sales charges were taken into consideration.  Short-term returns may not be indicative of longer-term performance, which should also be considered when making investment decisions.
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