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Bryan Wong

Bryan Wong

Partner and Portfolio Manager at Osterweis Capital Management Inc.

CA , United States

About

Bryan Wong is a Partner and Portfolio Manager at Osterweis Capital Management, where he is responsible for the firm's small cap growth strategy. He co-manages the Osterweis Emerging Opportunity Fund (OSTGX), with a focus on identifying high-growth, innovative small-cap companies across sectors such as technology and healthcare. His investment approach emphasizes uncovering "hidden gems" with strong long-term potential, leveraging an absolute valuation discipline within a concentrated portfolio, typically holding 30 to 40 names.

Bryan has dedicated his career to active management in inefficient markets, especially U.S. small caps, and is recognized for his expertise in companies benefiting from secular growth and innovation tailwinds. Prior to joining Osterweis in 2014, he was part of the investment team managing the endowment at the David and Lucile Packard Foundation and previously worked as an analyst at a long/short hedge fund and as a research analyst at Parnassus Investments.

He holds an MBA from Berkeley's Haas School of Business—where he was an Investment Management Fellow—and a B.A. with distinction from Yale University, majoring in Political Science and International Studies. Bryan is a CFA charterholder, contributes to industry thought leadership, and serves on the investment committee of the Asian Pacific Fund.

Career History

OrganizationRoleDate RangeDetails
Osterweis Capital ManagementPartner and Portfolio ManagerJan 2014 to Present
Parnassus InvestmentsSummer Research AnalystJan 2013 to Jan 2013
The David and Lucile Packard FoundationSenior Investments AssociateJan 2009 to Jan 2012
Wohl Capital ManagementAnalystJan 2005 to Jan 2009

Education

University of California, Berkeley, Haas School of Business

Master of Business Administration (MBA), Strategy and Finance

2012 2014

Yale University

B.A., Political Science and International Studies with Distinction

2001 2005

San Francisco University High School

1997 2001

Skills & Expertise

Alternative Investments
Due Diligence
Value Investing
Analytical Skill
Venture Capital
Capital
Financial Analysis
Hedge Funds
Greater China
Equity Research

Others at Osterweis Capital Management Inc. (18)

NameRoleLocation
A
Andrew Chang
AnalystSan Francisco, CA , United States
Bradley K
Bradley K
Portfolio ManagerOrinda, CA , United States
B
Bradley Kane
Assistant Portfolio ManagerSan Francisco, CA , United States
Daniel Oh
Daniel Oh
Portfolio ManagerNew York, NY , United States
G
Greg Hermanski
Portfolio ManagerCA , United States
J
Jamie Wolf
Investment Research Analyst, Osterweis OpportunityLos Angeles, CA , United States
J
Jasmine Shen
Senior Research AnalystCA , United States
John Sheehan
John Sheehan
Portfolio Manager of the Osterweis Total Return Fund (OSTRX)Burlingame, CA , United States
Mary Chang
Mary Chang
Vice President and Director of Performance and AnalyticsSan Francisco, CA , United States
M
Matthew Unger
Small Cap Growth AnalystUnited States
Showing 1-10 of 18 team members

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