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 $1,817,980,000
Change This QTR +0.91%
Fund Holdings Sector Distribution
Filing Period:
Last update:
No. Security Ticker Shares Value (x$1000) Activity % Port History
1. GOOG 36,135 $100,925 -8% 5.55%
2. MSFT 287,839 $88,744 -1% 4.88%
3. AMZN 16,755 $54,621 +12% 3%
4. CVS 532,960 $53,941 +24% 2.96%
5. UNP 177,966 $48,623 -1% 2.67%
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