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Osterweis Growth & Income Fund (OSTVX)
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16.50
+0.02
+0.12%
02/06 - Delayed Data. Currency in USD
- Morningstar Rating:
- Total Assets: 179.59M
Osterweis Strategic Investment
16.50
+0.02
+0.12%
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OSTVX Overview
On this page you'll find an in-depth profile of Osterweis Growth & Income Fund. Learn about the key management, total assets, investment strategy and contact information of OSTVX among other information.
Contact Information
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Gregory S. Hermanski | Research Analyst | 2022 | Now |
| Biography | Mr. Gregory S. Hermanski serves as Vice President and Portfolio Manager of Osterweis Capital Management, Inc. and Osterweis Capital Management, LLC. He joined the Adviser as an Assistant Portfolio Manager/Analyst in 2002. Mr. Hermanski previously served as a portfolio manager of the Osterweis Strategic Income Fund. Prior to working at the Advisers, Mr. Hermanski served as a Vice President at Robertson, Stephens and Co. from August 2000 to May 2002, where he was in charge of convertible bond research. He also served as a Research Analyst at Imperial Capital, LLC from April 1998 to April 2000, and as a Valuation Consultant from August 1995 to March 1998. Mr. Hermanski earned a B.A. from the University of California, Los Angeles. | ||
| Nael Fakhry | Associate | 2022 | Now |
| Biography | Mr. Nael Fakhry serves as Vice President and Portfolio Manager of Osterweis Capital Management, Inc. and Osterweis Capital Management LLC. He joined the Advisers as an Analyst in 2011. Prior to joining the Advisers, Mr. Fakhry was an Associate at American Securities, a private equity firm, from 2006 to 2009, and an Analyst in the investment banking division of Morgan Stanley from 2004 to 2006. He attended business school from 2009 to 2011. Mr. Fakhry earned a B.A. from Stanford University and an M.B.A. from the University of California Berkeley, Walter A. Haas School of Business. | ||
| Carl P. Kaufman | Co-Chief Exeutive Officer, Co-President and Managing Director | 2010 | Now |
| Biography | Mr. Carl P. Kaufman serves as Co-President, Co-Chief Executive Officer, Chief Investment Officer - Strategic Income, Portfolio Manager and Managing Director – Fixed Income for Osterweis Capital Management, Inc. and Osterweis Capital Management, LLC. He joined the Osterweis Capital Management, Inc. as a Portfolio Manager/Analyst in 2002. Prior to working at the Osterweis Capital Management, Inc., Mr. Kaufman worked for Robertson, Stephens and Co., a financial services company, from May 1999 to April 2002. Prior to that, Mr. Kaufman worked for 19 years at Merrill Lynch, where he specialized in convertible and equity securities sales and trading. Mr. Kaufman graduated from Harvard University and attended New York University Graduate School of Business Administration. He is a principal of Osterweis Capital Management. | ||
| John S. Osterweis | Chairman | 2010 | Now |
| Biography | Mr. Osterweis founded Osterweis Capital Management in 1983. For over ten years prior to launching Osterweis Capital Management, Mr. Osterweis managed private equity portfolios while working as an analyst at several brokerage firms. He also served as Director of Research at two of these firms. Mr. Osterweis currently serves as Chairman of the San Francisco Ballet Association, Director of the San Francisco Free Clinic and the Lucas Cultural Arts Museum, President Emeritus of the San Francisco Ballet Endowment Foundation, as well as Trustee Emeritus of Summer Search Foundation and of Bowdoin College. Mr. Osterweis graduated from Bowdoin College (Cum Laude) and Stanford Graduate School of Business (Top Honors in Finance). | ||
| Venk Reddy | CIO - Sustainable Credit | 2022 | 2023 |
| Biography | Venk Reddy joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition. Prior to founding Zeo Capital in 2009, Mr. Reddy was a co-founder of Laurel Ridge Asset Management, a multi-strategy hedge fund, where he managed the credit, distressed, and event-driven portfolios. Previously, Mr. Reddy structured derivative products and was head of delta-one trading as a portfolio manager within Bank of America’s Equity Financial Products group (EFP). Mr. Reddy also managed investments in event-driven situations, convertible instruments, and options at Pine River Capital Management and HBK Investments, where he started his career. Mr. Reddy is a principal of the firm and a Portfolio Manager for the Sustainable Credit strategies. Mr. Reddy graduated from Harvard University (B.A. in Computer Science with Honors). | ||
| Larry Cordisco | Co-Portfolio Manager, Meridian Contrarian Fund | 2019 | 2023 |
| Biography | Larry Cordisco graduated from the University of California, Santa Barbara (B.A. in Political Science), Georgetown University (M.P.P.) and Columbia Business School (M.B.A.). Before joining Osterweis in 2019, he was a Co-Portfolio Manager of the Meridian Contrarian Fund at Arrowmark Partners/Meridian Funds. Prior to co-managing the Contrarian Fund, Larry was an equity analyst for 11 years, most recently as Vice President of Investment Research for the Meridian Contrarian Fund. Before that he was an analyst within the technology group at Banc of America Securities. He was also a business and technology consultant for Accenture in San Francisco and began his professional career in the public sector as a District Aide for Congressman George Miller. Mr. Cordisco is a Senior Portfolio Manager for the core equity strategy and portfolio manager for the flexible balanced strategy. | ||
| Jim Callinan | CEO | 2018 | 2023 |
| Biography | Jim Callinan graduated from Harvard College (B.A. Economics), New York University (M.S. Accounting) and Harvard Business School (M.B.A.). Mr. Callinan holds the Chartered Financial Analyst designation. Mr. James L. Callinan serves as Vice President and Portfolio Manager for the Adviser and Osterweis Capital Management, Inc. (an affiliate of the Adviser).Prior to joining Osterweis Capital Management in 2016, Mr. Callinan was the CEO of Callinan Asset Management and Portfolio Manager of the Emerging Growth Partners, LP. Before that, he was Co-Founder & Chief Investment Officer at RS Investments and founded the RS Concentrated Small Cap Growth investment strategy. He also co-founded the RS Growth Group LLC at Robertson Stephens Investment Management in 1996 and managed the RS Emerging Growth Fund from 1996 until 2010. He began his career at Putnam Investments as an equity research analyst in 1987 and served as portfolio manager for the Putnam OTC Emerging Growth Fund from 1994 to 1996. Mr. Callinan is a Board and Finance committee member of the Bay Area Make-A-Wish Foundation, a member of the Jumpstart Northern California Advisory Board, the Weatherbie Capital Advisory Board, the President’s Committee on Communication for Harvard University, the Pacific Union Club Investment Committee and the Friends of Harvard Football Board. Mr. Callinan is a Portfolio Manager for the Emerging Opportunity strategy. | ||
| Eddy Vataru | Portfolio Manager | 2017 | 2023 |
| Biography | Mr. Eddy Vataru serves as Vice President and Chief Investment Officer - Total Return for Osterweis Capital Management, Inc. Prior to working at the Osterweis Capital Management, Inc, Mr. Vataru was the Managing Director, Senior Portfolio Manager at Incapture, LLC from 2013 to 2015. Before that, he was Director, Senior Portfolio Manager at Citadel, LLC from 2011 to 2012. He also served as Managing Director and Head of U.S. Rates/Mortgages at BlackRock (formerly, Barclays Global Investors) from 2009 to 2011. Mr. Vataru graduated from California Institute of Technology (B.S. Chemistry & Economics) and Olin Business School at Washington University in St. Louis (MBA). | ||
| Gregory S. Hermanski | Research Analyst | 2010 | 2022 |
| Biography | Mr. Gregory S. Hermanski serves as Vice President and Portfolio Manager of Osterweis Capital Management, Inc. and Osterweis Capital Management, LLC. He joined the Adviser as an Assistant Portfolio Manager/Analyst in 2002. Mr. Hermanski previously served as a portfolio manager of the Osterweis Strategic Income Fund. Prior to working at the Advisers, Mr. Hermanski served as a Vice President at Robertson, Stephens and Co. from August 2000 to May 2002, where he was in charge of convertible bond research. He also served as a Research Analyst at Imperial Capital, LLC from April 1998 to April 2000, and as a Valuation Consultant from August 1995 to March 1998. Mr. Hermanski earned a B.A. from the University of California, Los Angeles. | ||
| Daniel Oh | Lead Portfolio Manager | 2018 | 2019 |
| Biography | Mr. Daniel S. Oh serves as a Portfolio Manager of Osterweis Capital Management Inc. and Osterweis Capital Management LLC. Prior to joining Osterweis in 2018, he was a Director, Fixed Income Portfolio Management at Estabrook Capital Management from 2009 to 2018. Prior to that he was an Associate, Prime/Alt-A Non-Agency Mortgage Trading from 2005-2008. From 2001-2003 he was a Senior Analyst at Seneca Financial Group and from 1998-2001 he was a Fixed Income Analyst at Morgan Stanley. Mr. Oh earned a B.A. from Columbia University and an M.B.A. from the University of Michigan, Stephen M. Ross School of Business. | ||
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