JW

Jamie Wolf

Investment Research Analyst, Osterweis Opportunity at Osterweis Capital Management

Jamie Wolf, CFA is an experienced Investment Research Analyst who has held various roles at companies such as Osterweis Capital Management, Invesco US, and The Haverford Trust Company. With a strong background in equity research and consumer analysis, Jamie holds an MBA from UCLA Anderson School of Management and a B.A. in Chemistry and Economics from Franklin & Marshall College.

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Los Angeles, United States

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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