Osterweis Capital Management, based in Milwaukee, WI, was founded in 1983 by John Osterweis with a focus on managing assets for individuals, families, endowments, and institutions. With over $6.8 billion in assets under management and a commitment to protecting and growing clients' capital for multiple generations, Osterweis Capital Management offers a range of mutual funds and managed accounts to U.S. investors.
The firm's investment philosophy centers on avoiding major losses in declining markets and compounding reasonable gains in rising markets. Through a dedicated team of over sixty employees, including experienced portfolio managers and client relations professionals, Osterweis Capital Management strives to deliver consistent outperformance by identifying exceptional companies and staying disciplined in their investment approach.
Generated from the website