Osterweis Capital Management
Adam Slavin has a diversified work experience. Adam started their career as a Student Intern at CalSTRS in July 2005 and continued until February 2007. Later, they joined State Street as a Senior Associate - Fund Accounting in February 2007 and worked until October 2010. After that, Adam joined Osterweis Capital Management, where they started as a Performance Analyst in November 2010 and worked until March 2013. Adam then became a Portfolio Associate from April 2013 to August 2017. Subsequently, Adam held the position of Portfolio Analyst, Junior Trader from August 2017 to January 2022. Currently, they are working as Vice President, Portfolio Analyst & Trader at Osterweis Capital Management from January 2022.
Adam Slavin attended California State University-Sacramento from 2002 to 2006, where they earned a Bachelor of Science degree in Business Administration, with a focus on Finance. Adam also completed a minor in Economics.
Osterweis Capital Management
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC