Hedge Fund - Osterweis Capital Management

Founded in 1983 by John S. Osterweis, Osterweis Capital Management was established to cater to the portfolio management needs of high-net-worth individuals, foundations, and endowments. Over the years, the firm has expanded its offerings to include investment management services through products such as separately managed accounts and mutual funds. As an independently owned firm, Osterweis prioritizes the autonomy needed to ensure its clients' interests remain paramount.

After completing his business education, John Osterweis began his career as a Senior Analyst specializing in the forest products and paper industry at several regional brokerage firms and later at E.F. Hutton & Company, Inc. Alongside his analytical roles, Mr. Osterweis also served as Director of Research for two firms and managed equity portfolios for over a decade. In late 1982, Mr. Osterweis decided to focus full-time on portfolio management. In April 1983, he founded Osterweis Capital Management. Throughout his career, Mr. Osterweis has been actively involved in various leadership roles and philanthropic endeavors. He has served as Director of the Lucas Museum of Narrative Art, on the Stanford Alumni Association Executive Board, as Trustee of Bowdoin College, as Director and Vice Chairman of Mt. Zion Hospital and Medical Center, and as President of the Board of Directors for the Summer Search Foundation. Currently, he holds positions as Trustee of the San Francisco Ballet Association, Director of the San Francisco Free Clinic, President Emeritus of the San Francisco Ballet Endowment Foundation, and Trustee Emeritus of the Summer Search Foundation and Bowdoin College. Within Osterweis Capital Management, Mr. Osterweis is a member of the Management Committee, a principal of the firm, and serves as co-lead Portfolio Manager for the core equity, growth & income, and flexible balanced strategies. Mr. Osterweis earned his B.A. in Philosophy, cum laude, from Bowdoin College and graduated with top honors in Finance from Stanford Graduate School of Business with an M.B.A.

Osterweis Capital Management operates as a hedge fund, managing discretionary assets totaling $445,333,088 based on their Form ADV filed on March 2024, serving 47 clients. Their Q1 2024 13F filing reported holdings of $1,702,611,941 in managed 13F securities, with a top 10 holdings concentration of 33.14%. The firm's largest position is in Microsoft Corp., with 249,257 shares held.