Hedge Fund - Osterweis Capital Management

John Osterweis Bio, Returns, Net Worth

John Osterweis graduated from Bowdoin College with a B.A. in Philosophy, and then with an M.B.A. in Finance from Stanford University in 1969. After graduating from business school, John served as a senior analyst concentrating on forest products and the paper industry for several regional brokerage firms and later for E.F. Hutton & Company, Inc.

John Osterweis graduated from Bowdoin College with a B.A. in Philosophy, and then with an M.B.A. in Finance from Stanford University in 1969. After graduating from business school, John served as a senior analyst concentrating on forest products and the paper industry for several regional brokerage firms and later for E.F. Hutton & Company, Inc.

After fourteen years as a sell-side analyst, John founded Osterweis Capital Management in 1983 to run high net worth, endowment and foundation money. Osterweis capital has grown its AUM to $5 billion as of 2Q 2012. The company provides investment management services via products including managed portfolios and three mutual funds.

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John Osterweis
Fund Profile
Filling Period:
Fund Holdings Sector Distribution
Fund Name: Osterweis Capital Management
Manager John Osterweis
Portfolio Value $3,266,440,000
Change This QTR +1.01%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) VRX 970,193 $127,900 -33% 3.91%
2.) AL 3,314,572 $123,600 +1% 3.78%
3.) MMP 1,574,934 $109,836 +1% 3.36%
4.) JNJ 1,090,066 $107,077 +1% 3.27%
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