About Osterweis capital management
Osterweis Capital Management: A Trusted Name in Asset Management
Osterweis Capital Management is a leading asset management firm that has been serving individuals, families, endowments, and institutions for over three decades. Founded in 1983 by John Osterweis, the company has grown to become an integrated firm with over fifty employees and billions of dollars in assets under management.
At Osterweis Capital Management, we believe that successful investing requires a disciplined approach that combines rigorous analysis with a long-term perspective. Our investment philosophy is based on the belief that superior returns can be achieved by identifying companies with strong fundamentals and holding them for the long term.
Our team of experienced professionals includes portfolio managers, analysts, traders, and client service specialists who work together to provide our clients with personalized investment solutions tailored to their unique needs. We are committed to delivering exceptional service and performance while maintaining the highest standards of integrity and professionalism.
Our Investment Approach
At Osterweis Capital Management, we take a research-driven approach to investing. Our team of analysts conducts extensive research on companies across various sectors and industries to identify those with strong fundamentals and attractive growth prospects.
We focus on companies that have sustainable competitive advantages, strong balance sheets, solid cash flows, and proven management teams. We also look for companies that are trading at reasonable valuations relative to their earnings potential.
Once we have identified promising investment opportunities, we construct portfolios using a bottom-up approach that emphasizes individual stock selection rather than market timing or sector rotation. This allows us to build diversified portfolios tailored to each client's specific objectives while minimizing risk through careful security selection.
Our Investment Strategies
At Osterweis Capital Management, we offer several investment strategies designed to meet the diverse needs of our clients:
1) Equity Strategies: Our equity strategies include Large Cap Growth Equity Strategy which invests primarily in large-cap growth stocks; Small Cap Opportunity Strategy which invests primarily in small-cap stocks; Flexible Balanced Strategy which invests across multiple asset classes including equities; All-Cap Core Equity Strategy which invests across all market capitalizations; Strategic Income Opportunities Fund which seeks high current income from fixed income securities;
2) Fixed Income Strategies: Our fixed income strategies include Core Plus Bond Strategy which seeks total return through investments in fixed-income securities; Short Duration Bond Fund which seeks current income consistent with preservation of capital;
3) Alternative Strategies: Our alternative strategies include Market Neutral Fund which seeks absolute returns through long/short equity positions;
4) Multi-Asset Class Solutions: Our multi-asset class solutions include Global Multi-Asset Income Fund designed for investors seeking high current income from global sources;
Why Choose Osterweis Capital Management?
There are several reasons why investors choose Osterweis Capital Management:
1) Experience - With over three decades of experience managing assets for individuals,families,endowments,and institutions,Osterweis has established itself as one of the most trusted names in asset management industry;
2) Disciplined Approach - At OCM ,we believe successful investing requires discipline approach combining rigorous analysis,long-term perspective,and commitment towards delivering exceptional service & performance while maintaining highest standards integrity & professionalism ;
3) Personalized Service - We understand every investor is unique,hence our team works closely with each client,to develop customized investment solution tailored specifically towards meeting their financial goals ;
4) Research Driven Approach - At OCm ,we take research driven approach towards investing .Our team conduct extensive research on companies across various sectors & industries,to identify those having strong fundamentals & attractive growth prospects .
Conclusion
In conclusion,Osterwies capital management is an integrated firm providing personalized investment solutions tailored specifically towards meeting financial goals .With over three decades experience managing assets for individuals,families,endowments,& institutions ,OCM has established itself as one most trusted names within asset management industry .Their disciplined approach combining rigorous analysis,long-term perspective,& commitment towards delivering exceptional service & performance while maintaining highest standards integrity & professionalism makes them stand out among other competitors within this space .