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 $3,255,146,000
Change This QTR +0.93%
Filling Period:
Sorted by:
No. Security Ticker Shares Value (x$1000) Activity % Port
1.) VRX 958,293 $125,728 -1% 3.86%
2.) MMP 1,399,888 $117,843 -5% 3.62%
3.) CNK 3,396,304 $115,610 -3% 3.55%
4.) JNJ 1,066,974 $113,728 -2% 3.49%
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