About Tsun H. Lee of OSTERWEIS CAPITAL

Tsun H. Lee is Trustee, Lee Family Trust at Osterweis Capital Management In and has been affiliated with Osterweis Capital Management In since December-2009.

Osterweis Capital Management In is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 54 employees, of which 9 perform investment advisory functions. The managers's latest filing has disclosed 1BN in positions, which represents 86% of the manager's regulatory AUM.

For more on Osterweis Capital Management In including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile

OSTERWEIS CAPITAL StockAlpha

-6.1%
Top 25%
StockAlpha 3 yr performance attributed to stock picking: -6.1%/yr

Co-workers of Tsun H. Lee at OSTERWEIS CAPITAL

Name Title In Position Since
John S. Osterweis Chairman And Chief Investment Officer January-2011
Tully M. Friedman Director November-1984
John S. Osterweis Trustee, Osterweis Revocable Trust January-1994
John F. Tavernetti Chief Compliance Officer January-2005
Matthew K. Berler President And Chief Executive Officer January-2011
Amy B. Berler Trustee, Berler Family Trust January-2004
Gregory S. Hermanski Trustee, Hermanski Family Trust January-2004
Alexander Sasha Kovriga Trustee, Kovriga Family Revocable Trust January-2006
Matthew K. Berler Trustee, Berler Family Trust January-2004
Irina Kovriga Trustee, Kovriga Family Revocable Trust January-2006
Carl P. Kaufman Trustee, Carl Kaufman & Martha Angove Revocable Trust January-2004
Martha E. Angove Trustee, Carl Kaufman & Martha Angove Revocable Trust January-2004
Mazng C. Lee Trustee, Lee Family Trust December-2009
Marco W. Hellman Director April-2012
Catherine Halberstadt Chief Operating Officer & Chief Financial Officer August-2014
Rebecca D. Hermanski Trustee, Hermanski Family Trust January-2004
Pamela S. Nichter Chief Operating Officer & Chief Financial Officer March-1997
Kathryn A. Hall Co-Trustee, Patricia Christina Hellman Survivor'S Trust, Dated December 18, 2011 December-2011

Fundamental & Technical Factor Exposure

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Tsun H. Lee Office Address

ONE MARITIME PLAZA, STE 800
SAN FRANCISCO, California
UNITED STATES, 94111

Tsun H. Lee Contact Information

Phone Number: 415-434-4441
Fax Number: 415-434-0918
Website:

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