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 | $1,364,968,529 |
| Change This QTR | +0.90% |
| No. | Security | Ticker | Shares | Value | Activity | % Port | History |
|---|---|---|---|---|---|---|---|
| 1. | MSFT | 276,922 | $87,438,184 | -6% | 6.4% | ||
| 2. | GOOG | 443,679 | $58,499,077 | -4% | 4.28% | ||
| 3. | LHX | 251,813 | $43,845,751 | +42% | 3.21% | ||
| 4. | APD | 134,402 | $38,089,439 | -4% | 2.79% | ||
| 5. | AMZN | 278,042 | $35,344,698 | -4% | 2.58% |
| Symbol | Company | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2023-02-14 | ||||
| 2022-02-14 | ||||
| 2021-02-16 | ||||
| 2020-02-25 | ||||
| 2020-02-14 |
