OSBORNE PARTNERS Overview

Osborne Partners Capital Management Llc is an investment advisor that manages 1.6 BN dollars in regulatory AUM and has 20 employees, of which 11 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/01 to 09/30/16. The fund's latest filing disclosed 667MM in positions, representing 43% of the manager's regulatory AUM.

OSBORNE PARTNERS StockAlpha

-1.6%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

OSBORNE PARTNERS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
SPY 4.18% ETF 3.84% 0% 0 29%
WFC 3.38% Financials 30.44% 0.27% 0 29%
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FEATURED IN
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OSBORNE PARTNERS Founders and Key Employees

Name Title In Position Since
Charles D. Osborne Chairman Of The Board/Principal Partner March-2012
Justin W. Mcnichols Chief Investment Officer/Portfolio Manager/Partner April-2000
Norman D. Villarina Executive Committee Officer September-2005
Deglin F. Kenealy Chief Executive Officer March-2012
Robert G. Hedlund Executive Committee Officer October-2010
Alicia W. Cheng Chief Compliance Officer November-2012

OSBORNE PARTNERS Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Auditor Pro
Custodian Pro
Prime Broker Pro

OSBORNE PARTNERS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss
Methods of Analysis



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Osborne Partners Capital Management, LLC
OPCM’s security analysis methods may include charting, fundamental analysis, technical analysis, and cyclical analysis.

The main sources of information include financial newspapers and magazines, research materials prepared by others, corporate rating services, timing services, annual reports, prospectuses, filings with the Securities and Exchange Commission, and company press releases. OPCM also uses our portfolio managers and research analysts to gather information by attending Analyst Day Conferences sponsored by companies or virtually attend via video conference presentations, OPCM’s portfolio management staff and research analysts may also make visits to a company’s headquarters to speak with key employees within the company or participate in virtual presentations.

Other sources of info...
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OSBORNE PARTNERS Portfolio Concentration

OSBORNE PARTNERS Location

580 CALIFORNIA ST
STE 1900
SAN FRANCISCO, California
UNITED STATES, 94104

OSBORNE PARTNERS Contact Information

Phone Number: 415-362-5637
Fax Number: 415-362-5996
Website:

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