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Tag: John Osterweis

9 years ago
“Keep Extra Dry Powder,” Says Osterweis Capital Management Founder

John Osterweis, founder, chairman and chief investment officer of Osterweis Capital Management advises investors to hold onto more cash than usual due to the recent ambivalence and mood swings in…

15 years ago
Berkowitz, Grantham, Other Gurus Offer Top Picks

Fortune magazine is running a special issue this month on how to “Retire Rich”, and one particularly interesting piece involves 25 stock picks from 25 investors with strong track records,…

16 years ago
Market-Beating Manager Shifts to "High-Quality"

While much of the 2009 rally has been led by junk-type stocks, another top manager is saying that high-quality blue-chips are the place to be going forward. John Osterweis, whose…

Recent Original Research
September 14, 2025
Ten High Insider Ownership Stocks Passing the Strategies...
When executives and board members maintain substantial ownership in their companies, it establishes a strong convergence between their interests and those of external shareholders. This mutual financial commitment motivates leadership to focus on building lasting value rather...
September 12, 2025
Why Monthly Rebalancing is Key to Unlocking the...
Momentum investing has long been one of the most robust and persistent factors in financial markets. Decades of academic research show that stocks with strong recent performance and improving fundamentals often continue to outperform, at least for...
September 8, 2025
Ten High G Score Growth Stocks
Investing in growth companies presents unique challenges, as many fail to fulfill their promised potential. To address this issue, Professor Partha Mohanram developed the G-Score in 2005—a methodical evaluation system designed specifically for growth stocks that complements...
September 7, 2025
Ten Top High Shareholder Yield Stocks
Shareholder yield provides investors with a comprehensive view of how companies generate value for their owners in relation to market capitalization through three primary channels. Companies can distribute cash directly through dividend payments from their earnings. They...
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