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.
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 (13)
| Name | Role | Location | |
|---|---|---|---|
A Andrew Chang | Analyst | San Francisco, CA , United States | |
B Bradley Kane | Assistant Portfolio Manager | San Francisco, CA , United States | |
 | Portfolio Manager | New York, NY , United States | |
G Greg Hermanski | Portfolio Manager | 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 | |
M Matthew Unger | Small Cap Growth Analyst | United States | |
W William Ginchereau | Vice President and Director of Information Technology | San Francisco, CA , United States | |
D Daniel | PM | New York, NY , United States |