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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Osterweis Capital Management | Partner and Portfolio Manager | Jan 2014 to Present | — |
| Parnassus Investments | Summer Research Analyst | Jan 2013 to Jan 2013 | — |
| The David and Lucile Packard Foundation | Senior Investments Associate | Jan 2009 to Jan 2012 | — |
| Wohl Capital Management | Analyst | Jan 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
Others at Osterweis Capital Management Inc. (18)
| 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 |
| 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 | |
M Matthew Unger | Small Cap Growth Analyst | United States |
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