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Jamie Wolf
Investment Research Analyst, Osterweis Opportunity at Osterweis Capital Management Inc.
About
Jamie Wolf, CFA, serves as an Investment Research Analyst for the Osterweis Opportunity strategy at Osterweis Capital Management, based in Los Angeles, CA. In this capacity, he plays a central role in identifying and analyzing small cap companies with strong growth potential, with a particular emphasis on the Consumer sector. Jamie's approach is distinguished by on-the-ground research and a disciplined focus on rapid revenue and profit growth within emerging industries and high-quality niches.
Prior to joining Osterweis Capital Management in 2023, Jamie was an Equity Research Analyst at Invesco US, where he covered small, mid, and large cap companies, primarily in the Consumer sector. His investment expertise includes equity research across various market capitalizations, with a consistent focus on identifying innovative growth companies poised for significant expansion.
Jamie holds an MBA from the UCLA Anderson School of Management and a B.A. in Chemistry and Economics from Franklin & Marshall College. A CFA charterholder, he is also a member of the LA CFA Society and the American Chemical Society, exemplifying a commitment to both professional and academic excellence in the investment industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Osterweis Capital Management | Investment Research Analyst, Osterweis Opportunity | Sep 2023 to Present | — |
| Invesco US | Equity Research Analyst | Jul 2021 to Sep 2023 | Consumer Analyst |
| Invesco US | Equity Research Analyst MBA Intern | Jun 2020 to Sep 2020 | Equity Research Intern for Invesco US Domestic Equity Team. |
| The Haverford Trust Company | Senior Research Analyst | Aug 2018 to May 2019 | — |
| The Haverford Trust Company | Research Analyst | Aug 2013 to Aug 2018 | — |
Education
UCLA Anderson School of Management
Master of Business Administration - MBA
Franklin & Marshall College
B.A., Chemistry; Economics
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 |
| Partner and Portfolio Manager | 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 |
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