Osterweis Capital Management
Overview
Established in 1983, Osterweis Capital Management is an independent investment management firm based in San Francisco, California. The firm offers a range of equity and fixed-income strategies to individuals, families, endowments, and institutions. As of March 31, 2022, Osterweis managed approximately $7.9 billion in assets. The firm's investment approach focuses on active management of high-conviction, flexible portfolios of undervalued stocks and bonds. Osterweis emphasizes original thinking, discipline, honesty, integrity, and excellence in its investment philosophy. The firm aims to protect and grow clients' capital for the enduring security of multiple generations. Osterweis Capital Management is privately held by a number of employees and two outside directors. The firm is registered as an investment adviser with the SEC, and its funds are distributed by Quasar Distributors, LLC.
Investment Focus
- Accredited investors only
- Subject to suitability requirements
Portfolio Companies
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Frequently asked questions about Osterweis Capital Management
What sectors does Osterweis Capital Management invest in?
Osterweis Capital Management invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in San Francisco, California, United States. Osterweis Capital Management is listed as a private investment firm in the ConnectSafely investor database.
What stage does Osterweis Capital Management invest at?
Osterweis Capital Management backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 1M - 50M.
Which regions does Osterweis Capital Management invest in?
Osterweis Capital Management invests across United States.
Who are the partners at Osterweis Capital Management?
Team members listed for Osterweis Capital Management include Sharon Sintchak (Director of Client Relations) and Mac MacLellan (Independent Director).
What companies has Osterweis Capital Management invested in?
Osterweis Capital Management's portfolio includes Apple, Microsoft, Amazon, Alphabet, Facebook, Johnson & Johnson, ExxonMobil and Procter & Gamble.
How do I contact Osterweis Capital Management?
Osterweis Capital Management's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
