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 09/30/16. The fund's latest filing disclosed 2BN in positions, representing 100% of the manager's regulatory AUM.

OSTERWEIS CAPITAL StockAlpha

-4.1%
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

OSTERWEIS CAPITAL Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
CHTR 6.5% Cons. Disc. 0.36% -0.16% 0 12%
CCK 4.8% Materials -9.41% -0.68% 1 8%
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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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OSTERWEIS CAPITAL Portfolio Concentration

OSTERWEIS CAPITAL Location

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

OSTERWEIS CAPITAL Contact Information

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

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