Osterweis Capital Management
Jim O'Grady is a seasoned finance professional with extensive experience in performance analysis and portfolio accounting. Currently serving as a Senior Performance Analyst at Osterweis Capital Management since November 2013, Jim previously held the role of Portfolio Accountant at Insight Capital Research & Management from December 2011 to November 2013. Earlier in career, Jim contributed as a Project Specialist at the Research Foundation's Center for Economic Development at California State University, Chico, and worked as an Instructional Student Assistant. Jim O'Grady holds a Master of Business Administration (MBA) with a concentration in Finance from Saint Mary's College of California, earned between 2010 and 2012, and possesses two Bachelor's Degrees in Economics and Marketing from California State University, Chico, completed in 2007.
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