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.
| Fund Name: | Osterweis Capital Management |
| Manager | John Osterweis |
| Portfolio Value | $2,259,064,000 |
| Change This QTR | +0.93% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1.) | VRX | 1,591,425 | $95,120 | -11% |
4.21% | |
| 2.) | CNK | 3,388,817 | $88,042 | -11% |
3.89% | |
| 3.) | AWK | 2,347,267 | $87,154 | -7% |
3.85% | |
| 4.) | CCK | 2,312,168 | $85,111 | -8% |
3.76% | |
| 5.) | KMI | 2,401,322 | $84,839 | -6% |
3.75% | |
| 6.) | UN | 2,199,000 | $84,222 | -10% |
3.72% | |
| 7.) | Y | 250,991 | $84,187 | -4% |
3.72% | |
| 8.) | MMP | 1,885,438 | $81,432 | +97% |
3.6% | |
| 9.) | JNJ | 1,156,548 | $81,074 | -9% |
3.58% | |
| 10.) | VIAB | 1,522,627 | $80,303 | -6% |
3.55% |
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