John Sheehan
Portfolio Manager of the Osterweis Total Return Fund (OSTRX) at Osterweis Capital Management Inc.
About
John Sheehan, CFA, is a Partner and Portfolio Manager at Osterweis Capital Management Inc., based in Burlingame, CA. In his current role, he co-manages the firm’s Strategic Income strategy, where he is responsible for constructing portfolios that blend diverse fixed income asset classes to achieve long-term client objectives. His key responsibilities include evaluating market conditions and positioning portfolios by dynamically allocating among investment-grade and high yield bonds, with a focus on maintaining flexibility and managing risk.
John specializes in the fixed income sector, with particular expertise in investment-grade credit and high yield corporate bonds. Prior to co-leading the Strategic Income team at Osterweis at the end of 2023, he managed the Total Return strategy and previously spent over twenty years at Citigroup. At Citigroup, he held senior roles in both Investment Grade Syndicate in New York and West Coast Investment Grade Sales in San Francisco, where he worked closely with major U.S. credit investors and advised on large-scale corporate bond issuance.
He earned a B.A. in Economics from Georgetown University and holds the Chartered Financial Analyst (CFA) designation. John is recognized for his deep industry knowledge in credit markets and portfolio management, and he is an active member of the CFA Society of San Francisco. His contributions include public commentary on the fixed income outlook and thought leadership on the evolution of credit market strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Osterweis Capital Management | Portfolio Manager of the Osterweis Total Return Fund (OSTRX) | Apr 2018 to Present | As one of three portfolio managers, manage the Osterweis Total Return Fund with full responsibility for the investment grade credit allocation. Actively contribute to Total Return Fund strategy, durat... |
| Osterweis Capital Management | Unknown to Present | — | |
| Citi | Managing Director, West Coast Investment Grade Sales | Mar 2010 to Nov 2016 | Appointed to head the West Coast Investment Grade Sales strategy and team of three direct reports. Led team to generate $60M in revenue in 2015 (up 23% from 2012). Earned recognition as a top performe... |
| Citi | Managing Director, Head Investment Grade Syndicate | Jan 1994 to Jan 2010 | Named Managing Director in 2006. Managed Investment Grade Syndicate desk and team of 10 direct reports. Advised issuers and oversaw capital commitment and risk management for underwriting syndicate tr... |
Education
Georgetown University
Bachelor of Arts (B.A.), Economics
1988 — 1992
Chaminade High School
1984 — 1988
Others at Osterweis Capital Management Inc. (12)
| Name | Role | Location |
|---|---|---|
A Andrew Chang | Analyst | San Francisco, 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 Jasmine Shen | Senior Research Analyst | 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 |
W William Ginchereau | Vice President and Director of Information Technology | San Francisco, CA , United States |
D Daniel | PM | New York, NY , United States |
| Senior Performance Analyst | San Francisco, CA , United States |