Daniel

Daniel S. Oh is a Portfolio Manager at Osterweis Capital Management Inc., based in New York, NY. In his current role, he is responsible for managing investment portfolios with a focus on delivering strong, risk-adjusted returns for the firm's clients, leveraging his extensive industry experience.

Daniel specializes in managing multi-asset portfolios, with a particular emphasis on equities and fixed income strategies. At Osterweis, he contributes to the oversight of funds such as the Osterweis Growth & Income Fund (formerly Strategic Investment Fund), employing a flexible approach across sectors and market capitalizations, and focusing on balancing growth opportunities with income generation.

Prior to joining Osterweis in 2018, Daniel developed his investment management expertise at leading asset management firms, accumulating over three decades of experience in the industry. He holds an advanced degree in finance and is recognized for his disciplined investment process, longstanding performance record, and notable contributions to asset allocation and portfolio construction. His expertise encompasses U.S. equity and credit markets, with a demonstrated commitment to delivering consistent results for institutional and high-net-worth clients.