About
Andrew Chang is an analyst at Osterweis Capital Management in San Francisco, CA, where he contributes to the firm’s core equity strategy. His responsibilities include analyzing public equity investments with a particular focus on sectors such as consumer, fintech, healthcare, and industries associated with environmental sustainability, including the electric vehicle (EV) sector. In this role, he applies rigorous investment analysis and ESG principles to identify underappreciated opportunities in companies poised for growth.
Prior to joining Osterweis in 2020, Andrew built experience across several investment platforms, serving as Senior Associate at Mill Road Capital and Associate at Darlington Partners, where he specialized in media and telecom. He began his investment career at Goldman Sachs Investment Partners, gaining expertise in both public and private equity markets. Andrew has also taken on board-level responsibilities, notably serving on the board of Project Open Hand, a nonprofit focused on nutrition for the critically ill and elderly.
Andrew earned his B.S. from Stanford University (Phi Beta Kappa, Tau Beta Pi) and holds an M.B.A. from The Wharton School at the University of Pennsylvania. With a background spanning diverse industries and asset classes, his expertise encompasses equity analysis, growth sector identification, and responsible investing. He is recognized for his analytical rigor and contributions to both the investment and local nonprofit communities.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Osterweis Capital Management | Analyst | Mar 2020 to Present | — |
| Mill Road Capital | Senior Associate | Aug 2018 to Mar 2020 | — |
| Darlington Partners | Investment Professional | Aug 2013 to Jun 2016 | — |
| Goldman Sachs | Investment Analyst | Jul 2011 to Jul 2013 | — |
| Morgan Stanley | Summer Analyst | Jun 2010 to Aug 2010 | — |
| Jasper Ridge Partners | Private Equity Summer Intern | Apr 2009 to Aug 2009 | — |
| Hanwa Co LTD | Business Intern | Jul 2008 to Aug 2008 | — |
Education
The Wharton School
Master of Business Administration
2016 — 2018
Stanford University
Bachelor of Science, Engineering, Management Science
2007 — 2011
Doshisha University
2010
Ladue Horton Watkins High School
2007
Others at Osterweis Capital Management Inc. (12)
| Name | Role | Location |
|---|---|---|
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 |
| Senior Performance Analyst | San Francisco, CA , United States |