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 03/31/21. The fund's latest filing disclosed 869MM in positions, representing 56% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 03/31/21. The fund's latest filing disclosed 869MM in positions, representing 56% of the manager's regulatory AUM.
OSBORNE PARTNERS StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OSBORNE PARTNERS Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| SPY | 6.18% | ETF | 11% | 0% | 0 | 0% | ||
| MSFT | 5.66% | Tech | 21.12% | 0.3% | 0 | 0% | ||
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FEATURED IN
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
- 9 -
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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Methods of Analysis
- 9 -
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
STE 1900
SAN FRANCISCO, California
UNITED STATES, 94104
OSBORNE PARTNERS Contact Information
Phone Number: 415-362-5637
Fax Number: 415-362-5996
Website: http://www.osbornepartners.com
Fax Number: 415-362-5996
Website: http://www.osbornepartners.com
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