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Stuart Cartner

Senior Portfolio Manager

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Tenure

  • 28 YRS

    Industry

  • 9 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

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 Client Portfolio Manager

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Managed Funds

Average Annual Total Returns (%) as of 6/30/16
Fund Name Managed Since YTD as of
  • 9/23/16
  • A,B
1 Yr 3 Yr 5 Yr 10 Yr Life Gross Expense Ratio (%)
 
SteelPath MLP Alpha Fund A - MLPAX (NAV)
3/31/2010 14.46 -12.46 -2.37 3.52 5.23
3/31/10
1.63
 
SteelPath MLP Alpha Fund A - MLPAX (with Sales Charge)
3/31/2010 14.46 -17.50 -4.27 2.31 4.24
3/31/10
1.63
 
SteelPath MLP Select 40 Fund A - MLPFX (NAV)
3/31/2010 10.68 -10.44 -1.95 3.55 5.53
3/31/10
1.23
 
SteelPath MLP Select 40 Fund A - MLPFX (with Sales Charge)
3/31/2010 10.68 -15.59 -3.88 2.34 4.54
3/31/10
1.23
 
SteelPath MLP Income Fund A - MLPDX (NAV)
3/31/2010 20.28 -12.38 -3.84 1.25 3.54
3/31/10
1.49
 
SteelPath MLP Income Fund A - MLPDX (with Sales Charge)
3/31/2010 20.28 -17.39 -5.71 0.05 2.56
3/31/10
1.49
 
SteelPath MLP Alpha Plus Fund A - MLPLX (NAV)
12/30/2011 23.45 -21.79 -5.75 1.31
2/6/12
2.30
 
SteelPath MLP Alpha Plus Fund A - MLPLX (with Sales Charge)
12/30/2011 23.45 -26.32 -7.58 -0.04
2/6/12
2.30

Insights

Alternatives

September 2016 MLP Update: Management Teams Look Ahead

Brian Watson

Senior Portfolio Manager, Director of Research

As second-quarter MLP earnings season close, management teams look to year-end and beyond.

Alternatives

MLPs Recover as the Energy Market Rebalances

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

Alternatives

Bankrupt Producers and Midstream Commitments: The Basics

Stuart Cartner

Senior Portfolio Manager

What investors in midstream MLPs may expect when energy producers file for bankruptcy.

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

Kinder Morgan Spikes MLP Investor Fears

Stuart Cartner

Senior Portfolio Manager

Market fears about one company have led to exaggerated concern about the MLP sector.

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