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
Showing:
Fund Holdings Sector Distribution
Fund Name: Osterweis Capital Management
Manager John Osterweis
Portfolio Value $3,231,031,000
Change This QTR +1.04%
Showing:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) VRX 1,433,854 $168,335 -0% 5.2%
2.) CNK 3,243,546 $108,107 -1% 3.34%
3.) GOOG 94,862 $106,313 -1% 3.29%
4.) CCK 2,339,565 $104,275 +2% 3.22%
5.) AL 3,288,747 $102,214 +1% 3.16%
6.) OI 2,831,560 $101,313 -0% 3.13%
7.) MMP 1,567,948 $99,204 -0% 3.07%
8.) JNJ 1,082,401 $99,138 -0% 3.06%
9.) TFX 1,013,740 $95,150 -0% 2.94%
10.) ORCL 2,484,092 $95,042 +2% 2.94%
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