Jasmine Shen

Jasmine Shen is a Senior Research Analyst at Osterweis Capital Management, focusing on the core equity strategy in California. Her primary responsibilities include researching companies and identifying quality growth investments with durable competitive advantages, particularly within the technology sector. She has made notable contributions to Osterweis’s AI investment outlook, monitoring AI-related opportunities across electronic design automation, semiconductors, big tech, and software companies.

Before joining Osterweis in 2024, Jasmine served as an Investment Director at Farallon Capital Management, specializing in event-driven strategies, merger arbitrage, and healthcare services. Earlier in her career, she held roles at Wellington Management as an Investment Research Associate on the quality value equity team, with additional experience in emerging markets and fixed income research. She began her finance career as a Sector Leader at Northwestern Capital Management.

Jasmine graduated summa cum laude from Northwestern University with majors in Mathematical Methods in Social Sciences, Economics, and Statistics, and holds a Financial Economics certificate from Kellogg School of Management. She is a CFA charterholder and member of the CFA Society of San Francisco, recognized for her expertise in equity research, growth investing, and event-driven strategies.