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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
Filing Period:
Fund Name: Osterweis Capital Management
Manager John Osterweis
Portfolio Value $1,085,990,000
Change This QTR +0.49%
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. AWK 1,047,348 $62,579 -43% 5.76%
2. CHTR 318,391 $58,297 -46% 5.36%
3. CCK 1,085,893 $55,056 -43% 5.06%
4. JNJ 520,661 $53,483 -42% 4.92%
News, Interviews and Investor Letters
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