Osterweis Capital Management
Nael Fakhry is a seasoned investment professional with extensive experience in equity investing and private equity. Serving as Co-Chief Investment Officer for Core Equity at Osterweis Capital Management since 2011, Fakhry specializes in concentrated long-only public equity investments. Prior to this role, Fakhry worked as an Investment Associate at American Securities from 2006 to 2009, focusing on middle market private equity, and began a career as an Investment Banking Analyst at Morgan Stanley from 2004 to 2006, where responsibilities included financial sponsors and corporate finance. Fakhry holds a Bachelor of Arts in History from Stanford University and an MBA from the University of California, Berkeley's Haas School of Business.
This person is not in any teams
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