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Cory Garcia

Portfolio Manager, Senior Research Analyst

Cory Garcia

Tenure

  • 12 YRS

    Industry

  • 2 YRS

    Oppenheimer

  • B.S. from Trinity University

Cory Garcia serves as a portfolio manager for the SteelPath Panoramic strategy and as a senior research analyst on the SteelPath investments team for the suite of MLP strategies. He joined OFI SteelPath in 2015, coinciding with the launch of the SteelPath Panoramic strategy. Prior to joining SteelPath, he was an Equity Research Analyst at Raymond James & Associates with principal coverage of the independent refiners and midstream MLPs.

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  • B.S. from Trinity University
SteelPath Team
Stuart Cartner

Senior Portfolio Manager

Brian Watson, CFA

Senior Portfolio Manager, Director of Research

Bob Coble

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 6/30/18
  • A
Fund Name Managed Since YTD as of
  • 7/17/18
1 Yr 3 Yr 5 Yr 10 Yr Life Expense Ratio (%)
 
SteelPath Panoramic Fund A - EESAX (NAV)
2/28/2018 2.13 13.58 2.33
11/18/15
2.29
 
SteelPath Panoramic Fund A - EESAX (with Sales Charge)
2/28/2018 2.13 7.05 0.04
11/18/15
2.29

Insights

Master Limited Partnerships

After Lost Decade, U.S. Energy Set Up for Real Returns

Portfolio Manager, Senior Research Analyst

Industry fundamentals indicate improving growth potential for the U.S. energy sector.

Master Limited Partnerships

U.S. Energy Becoming a Growth Sector at $50-a-Barrel Oil

Portfolio Manager, Senior Research Analyst

Growth opportunities exist in the U.S. energy industry, even with oil at $50 a barrel.

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