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.

Show More
John Osterweis
Fund Profile
Filling Period:
Fund Holdings Sector Distribution
Fund Name: Osterweis Capital Management
Manager John Osterweis
Portfolio Value $3,127,290,000
Change This QTR +1.03%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1. VRX 892,860 $177,339 -4% 5.67%
2. CHTR 647,645 $125,067 -2% 3.99%
3. CCK 2,209,759 $119,371 -2% 3.81%
4. AL 3,138,543 $118,448 -2% 3.78%
News, Interviews and Investor Letters
X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 129% in 2.5 years!! Wondering How?

Download a complete edition of our newsletter for free!