OSTERWEIS CAPITAL Overview
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 manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 72% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 06/30/21. The fund's latest filing disclosed 1BN in positions, representing 72% of the manager's regulatory AUM.
OSTERWEIS CAPITAL StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OSTERWEIS CAPITAL Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| GOOG | 6.9% | Tech | 12.35% | -0.38% | 0 | 35% | ||
| MSFT | 6.46% | Tech | 14.27% | -0.31% | 0 | 53% | ||
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FEATURED IN
OSTERWEIS CAPITAL Founders and Key Employees
| 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 |
| Tsun H. Lee | Trustee, Lee Family Trust | December-2009 |
| 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 |
OSTERWEIS CAPITAL Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OSTERWEIS CAPITAL Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
We take a fundamental approach to investing. By this we mean that we seek to understand not just the overall market but also the particulars of each company in which we invest. We assess each company’s management team, business strategy and relevant public financial data. We also review third-party research, market data and industry trends.
Our investment strategies focus on equity securities, fixed income securities and various combinations thereof. Our equity and fixed income strategies are combined in various ways to create a range of balanced and income-oriented strategies. Clients with separately managed accounts may elect to constrain our discretionary authority within a strategy via additional custom restrictions or guidelines so long as those guidelines are provided to us in writing and we agree to accept them. Each of these strategies and their key areas of risk are discussed below. We do ...
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We take a fundamental approach to investing. By this we mean that we seek to understand not just the overall market but also the particulars of each company in which we invest. We assess each company’s management team, business strategy and relevant public financial data. We also review third-party research, market data and industry trends.
Our investment strategies focus on equity securities, fixed income securities and various combinations thereof. Our equity and fixed income strategies are combined in various ways to create a range of balanced and income-oriented strategies. Clients with separately managed accounts may elect to constrain our discretionary authority within a strategy via additional custom restrictions or guidelines so long as those guidelines are provided to us in writing and we agree to accept them. Each of these strategies and their key areas of risk are discussed below. We do ...
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OSTERWEIS CAPITAL Portfolio Concentration
OSTERWEIS CAPITAL Location
ONE MARITIME PLAZA, STE 800
SAN FRANCISCO, California
UNITED STATES, 94111
SAN FRANCISCO, California
UNITED STATES, 94111
OSTERWEIS CAPITAL Contact Information
Phone Number: 415-434-4441
Fax Number: 415-434-0918
Website: http://www.osterweis.com
Fax Number: 415-434-0918
Website: http://www.osterweis.com
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