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Osterweis Capital Management
OSTERWEIS CAPITAL MANAGEMENT is an SEC-registered investment adviser in SAN FRANCISCO, CA, registered since 1997. The firm manages $7.5 billion in assets.
Overview
OSTERWEIS CAPITAL MANAGEMENT is an SEC-registered investment adviser in SAN FRANCISCO, CA, registered since 1997. The firm manages $7.5 billion in assets. It has 666 employees and 14 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
Portland, OR, United States
Sector focus
Frequently asked questions
Who makes investment decisions at Osterweis Capital Management?
The firm has not publicly named its current portfolio managers or CIO. In past periods, John D. Osterweis was associated with the firm's value-oriented strategy, but no recent leadership details are available in public records.
How does Osterweis Capital Management source investment ideas?
The firm relies on bottom-up fundamental research, screening for small-cap companies with strong balance sheets and undervalued assets. It does not advertise a proprietary sourcing network or co-investment platform.
What is Osterweis Capital Management's investment horizon?
The firm is known for a long-term holding period, often holding positions for five years or more. It does not engage in short-term trading or frequent portfolio turnover based on available sector literature.
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