Hedge Fund - Osterweis Capital Management

John Osterweis Bio, Returns, AUM, 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 $1,575,487,887
Change This QTR +1.15%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value Activity % Port History
1. MSFT 272,601 $102,509,038 -2% 6.5%
2. GOOG 451,573 $63,640,183 +2% 4.03%
3. AMZN 301,069 $45,744,424 +9% 2.9%
4. TGT 297,488 $42,368,241 +15% 2.68%
5. APD 139,142 $38,097,036 +4% 2.41%
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