WebbPrior to joining Osterweis Capital Management in 2024, Melinda Storrs was a Portfolio Analyst and Administrator at DHR Investment Counsel and before that served as Manager of Investment Advisory Services at MyCFO in Los Angeles. WebbThe Osterweis Emerging Opportunity Fund is managed by industry veteran Jim Callinan, CFA. It is a high-conviction fund that seeks to deliver long-term capital appreciation by …
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Webb19 apr. 2024 · The transition into the Osterweis Fund Family is planned for late September, subject to approvals by each fund's board and shareholders. About Osterweis Capital … WebbOsterweis Fund (OSTFX) US Funds Create Alert Add to Watchlist 16.95 +0.08 +0.47% 06/04 - Closed. Currency in USD ( Disclaimer ) Type: Fund Market: United States Issuer: … how fast do airplanes taxi
Sector Rotation: The Cornerstone of Our Investment Grade Strategy
WebbApril 2024. It is initially the Zeo employees, not the management firm (Zeo Capital Advisers) and not the funds that are moving to Osterweis Capital Management (OCM). … Webb1 dec. 2024 · The firm has 58 employees and $7.7 billion in assets under management in 2024. They manage both individually managed portfolios and five mutual funds. … WebbThe Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The … The Osterweis Fund invests primarily in common stocks of companies that the … The Osterweis Total Return Fund may invest in fixed income securities which … The Osterweis Funds are available by prospectus only. The Funds’ investment … In addition to his activities as an analyst, Mr. Osterweis served as Director of … If you have a Managed Account, please use the login on the left to securely access … Prior to joining the Osterweis Business Development team in 2024, Kara … Prior to joining Osterweis Capital Management in 2024, Melinda Storrs was … high dairy consumption high osteoporosis risk