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Osterweis Capital Management Inc.
Osterweis Capital Management Inc. is an independently owned investment adviser headquartered in San Francisco, California. Founded in 1983 by John S. Osterweis, the firm serves high-net-worth individuals, foundations, endowments, and institutions, providing investment management through separately managed accounts and mutual funds. As of 2025, OCM Inc. manages over $452 million in client assets directly, and, together with its affiliated entity, collectively manages nearly $8 billion. The firm employs about 67 people and is known for its focus on client-first, flexible, and independent portfolio management.
Investment Strategy
Osterweis Capital Management pursues a flexible and actively managed investment process designed to adapt to changing market realities. The firm offers a range of equity and fixed income strategies, including small cap growth and strategic income products. They focus on high-conviction portfolios, thorough fundamental research, and risk management tailored to the unique goals of their high-net-worth and institutional clients. OCM emphasizes autonomy in decision making, aiming to align client interests at the forefront of its investment approach.
Latest 13F Filing Activity
Osterweis Capital Management Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 263 equity positions with a total 13F market value of $2B. The fund increased holdings in Microsoft Corp., Broadcom Inc., Terreno RLTY Corp. among other positions. Osterweis Capital Management Inc. reduced exposure to Unitedhealth Group Inc., Thermo Fisher Scientific Inc., Eastgroup PPTYS Inc. among others.
Top Holdings
Equity Positions (263)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.43% | $113.6M | 228,324 | $141.01 | $497.41 | +$36.9M |
G GOOG | ALPHABET INC | 4.10% | $85.7M | 483,146 | $50.40 | $177.39 | +$10.1M |
A AMZN | AMAZON COM INC | 3.72% | $77.7M | 354,127 | $160.59 | $219.39 | +$14.0M |
A AVGO | BROADCOM INC | 2.83% | $59.1M | 214,373 | $205.53 | $275.65 | +$36.6M |
V V | VISA INC | 2.38% | $49.7M | 140,066 | $179.71 | $355.05 | +$1.4M |
Industry Allocation
Investment Team (19)
| Name | Role | Location | |
|---|---|---|---|
A Andrew Chang | Analyst | San Francisco, CA , United States | |
 | Portfolio Manager | Orinda, CA , United States | |
B Bradley Kane | Assistant Portfolio Manager | San Francisco, CA , United States | |
 | Partner and Portfolio Manager | CA , United States | |
 | Portfolio Manager | New York, NY , United States | |
G Greg Hermanski | Portfolio Manager | CA , United States | |
J Jamie Wolf | Investment Research Analyst, Osterweis Opportunity | Los Angeles, CA , United States | |
J Jasmine Shen | Senior Research Analyst | CA , United States | |
 | Portfolio Manager of the Osterweis Total Return Fund (OSTRX) | Burlingame, CA , United States | |
 | Vice President and Director of Performance and Analytics | San Francisco, CA , United States |
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