MLP Total Return
Available as SMA, UMA or model delivery.
MLP Quality Core
Available as SMA, UMA or model delivery.
MLP Mutual Fund (EGLIX)
The Eagle MLP Strategy Fund has been recognized as the best Energy MLP Fund over 3 years at the U.S. Refinitiv Lipper Fund Awards 2023.
The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers.
The Refinitiv Lipper Fund awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36,60 and 120 months. The fund with the highest Lipper Leader for Consistnt Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com.
Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper. Refinitiv Lipper Funds Awards, Ⓒ 2023 Refinitiv, All rights reserved. Used under license.Contact Us
Meet the Team
Alex serves as Co-Head of the Eagle Energy Infrastructure team and Co-Chair of the Energy Infrastructure Investment Committee. He shares Portfolio Manager responsibilities for the firm’s four separate Energy Infrastructure strategies. Prior to joining Eagle in 2013, Alex was employed by Waterfront Capital Partners as a Portfolio Manager focusing on Exploration & Production, Midstream & Utilities. Prior to Waterfront, Alex was a Managing Director at Zimmer Lucas Capital focused on E&P, MLP and utility securities. Other past work experience includes corporate development and financial planning at UniSource Energy and investment banking at Lehman Brothers. He earned a bachelor’s degree in Economics from the University of Chicago.
Michael Cerasoli, CFA
Michael leads the Renewables effort at Eagle Global Advisors, including the development of active and passive strategies, and portfolio management. He is also the Co-Head of the Energy Infrastructure team and Co-Chair of the Energy Infrastructure Investment Committee. He shares Portfolio Manager responsibilities for the firm’s four separate Energy Infrastructure strategies. Prior to joining Eagle in May 2014 Michael was employed by Goldman, Sachs & Co. for ten years where he covered Midstream for seven years and small/mid cap Oil Services for three. Prior to Goldman, Michael worked for three years as a sell-side equity trader at various Wall Street firms. He earned bachelor’s degrees in Economics and History from Union College, and an MBA from the Hagan School of Business at Iona College. Michael holds the Chartered Financial Analyst designation.
Steve serves as an Investment Analyst on the Energy Infrastructure Team and is a member of the Energy Infrastructure Investment Committee. He is the primary analyst on multiple infrastructure companies, both in renewable and traditional energy located in several jurisdictions like Canada and Europe. Prior to joining Eagle in 2017, Steve was employed at Goldman, Sachs & Co. covering pipelines and MLPs. Prior to Goldman, Steve worked as a sell-side analyst at various Wall Street firms including Bank of America Merrill Lynch and BMO Capital Markets. Steve earned his bachelor’s degree from Syracuse University and an MBA from NYU Stern.
Edward R. Allen III, Ph.D., CFA
Eddie is a co-founder and Senior Partner of Eagle Global Advisors. He serves on the management committee and all investment committees of the firm. In addition to being a co-manager of the Eagle MLP Strategy Fund, he is a Portfolio Manager for a variety of institutional and high net worth clients. Eddie is a co-creator of many of the portfolio strategies and proprietary investment management tools of the firm. Eddie received a Ph.D. in Economics from the University of Chicago and his B.S.E. in Engineering from Princeton University. Eddie holds the Chartered Financial Analyst (CFA) designation and is also a member of the Houston CFA Society. He currently serves as Treasurer of the Asia Society Texas Center and is on the board of the Menil Collection.
Steven S. Russo
Steven is a co-founder and Senior Partner of Eagle Global Advisors. Steven serves as Director of Client Service and is a member of the investment committees for the firm’s strategies. He is also a Portfolio Manager for a variety of institutional and high net worth clients. Prior to founding Eagle, Steven was employed by Eagle Management & Trust Company and Criterion Investment Management Company. Steven earned a bachelor’s degree in Finance from the University of Texas and an MBA from Rice University. Steven also serves as a Board Member of the M.A. Wright Fund at Rice University’s Jones School of Management.