Osterweis Capital Management
Highly Engaged Employees
Highly Engaged EmployeesFinance · California, United States · 51-200 Employees
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Overview
Headquarters
1 Maritime Plz Ste 800, San Francisco, C...Phone Number
(415) 434-4441Website
www.osterweis.comRevenue
$16 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
2
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About Osterweis Capital Management
The 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 investing in companies that the investment team believes may experience rapid revenue and earnings growth. The team focuses on high-quality companies within emerging industries and market niches with significant revenue and earnings growth potential before they are widely discovered.Explore more
Osterweis Capital Management Org Chart
EW
Vice President and Manager of Trade Support a...
AS
Vice President, Portfolio Analyst and Trader
MS
Vice President and Regional Investment Consul...
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Osterweis Capital Management Tech Stack
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Most Recent Scoops
Person-Based
Event
Person-Based
Carl Kaufman, Vice President, appeared on a podcast called "Excess Returns" on 11/21/2025. Topics discussed include Bond Market, Private Credit, AI Investment.
Events, Podcast
Event
Person-Based
Nael Fakhry, Core Equity Co-Chief Investment Officer, appeared on a podcast called "Business Breakdowns" on 02/12/2025. Topics discussed include Industrial conglomerate, long-term growth, operational excellence.
Events, Podcast
Person-Based
Promotion
Executive Move
Osterweis Capital Management News & Media
Osterweis to Include ESG-Integrated Fixed Income Strategies in Product Suite
SAN FRANCISCO--(BUSINESS WIRE)--Osterweis expands fund family with sustainable bond funds Osterweis Short Duration Credit Fund (ZEOIX) and Osterweis Sustainable Credit Fund (ZSRIX).Osterweis Expands Fixed Income Suite With Sustainability-Focused Zeo Capital Advisors
SAN FRANCISCO--(BUSINESS WIRE)--Osterweis Capital Management and Zeo Capital Advisors announced today that the Zeo team will be joining Osterweis.Osterweis Emerging Opportunity Fund Receives Five-Star Five-Year Morningstar Rating
SAN FRANCISCO--(BUSINESS WIRE)--Osterweis Emerging Opportunity Fund (OSTGX) marked its five-year Morningstar anniversary by receiving a five-star rating.Osterweis Funds Announce Fund Name Change and Management Fee Reductions
SAN FRANCISCO--(BUSINESS WIRE)--Osterweis Capital Management (OCM) announced today that the Osterweis Strategic Investment Fund is being renamed the Osterweis Growth & Income Fund. It also announced that it has lowered the management fee to 0.75% for the Osterweis Fund (OSTFX) and the Osterweis Growth & Income Fund (OSTVX). Catherine Halberstadt, Co-President and Co-CEO of OCM, said of the fee reduction, “Osterweis is a firm believer in active management that has a focus on managing dow
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Frequently Asked Questions Regarding Osterweis Capital Management
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The 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 investing in companies that the investment team believes may experience rapid revenue and earnings growth. The team focuses on high-quality companies within emerging industrie... Read More
