Osterweis Capital Management
Annie R. is a seasoned compliance professional with extensive experience in the financial sector, currently serving as a Senior Compliance Analyst at Osterweis Capital Management since July 2018. Previously, Annie held similar roles at Salient and Allianz Global Investors, contributing to compliance efforts and risk management from January 2017 to May 2018 and July 2010 to January 2017, respectively. Annie's career began at Orrick, Herrington & Sutcliffe LLP as a Real Estate Practice Assistant, followed by an Office Assistant position at UCO/Lick Observatory Business Office - UC Santa Cruz. Early experience also includes an internship in the Office of California State Assemblymember John Laird. Annie holds a Bachelor of Arts degree in Classical Studies from the University of California, Santa Cruz.
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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