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- 晨星评级:
- 总资产: 5.42B
Osterweis Strategic Income
11.13
+0.01
+0.09%
OSTIX概述
本页面提供Osterweis Strategic Income Fund的详细介绍，帮助您了解OSTIX的高管、总资产、投资策略和联系方式等信息。
联络信息
高管
| 名称 | 标题 | 任期 | 至 |
|---|---|---|---|
| John Sheehan | Head | 2024 | now |
| 背景介紹 | Mr. John P. Sheehan serves as a Vice president&Portfolio Manager of Osterweis Capital Management Inc. and Osterweis Capital Management LLC. Prior to joining Osterweis in 2018, he was a Managing Director at Citigroup responsible for West Coast Investment Grade Sales from 2010-2016 and was the Head of Investment Grade Syndicate from 1994-2010. Mr. Sheehan earned a B.A. from Georgetown University. | ||
| Craig L. Manchuck | Vice President | 2017 | now |
| 背景介紹 | Mr. Craig Manchuck serves as a Vice President and Portfolio Manager for the Adviser and Osterweis Capital Management, Inc. (an affiliate of the Adviser). Prior to joining Osterweis Capital Management in 2017, Mr. Manchuck was a Managing Director of Fixed Income at Stifel Nicolaus from 2013 to 2016 and Knight Capital from 2008-2013, where he was responsible for sales and origination of high yield bonds, leveraged loans and post reorg equities. Prior to that from 2000 to 2008, Mr. Manchuck was the Executive Director for Convertible Securities and then High Yield/Distressed Securities at UBS. He has previous experience in Convertible Securities Sales at Donaldson, Lufkin & Jenrette, SBC Warburg and Merrill Lynch. | ||
| Bradley M. Kane | Vice President | 2013 | now |
| 背景介紹 | Mr. Bradley M. Kane serves as Vice President and Assistant Portfolio Manager for Osterweis Capital Management Inc. and Osterweis Capital Management LLC. Prior to joining the Osterweis Capital Management, LLC in 2013, Mr. Kane was a Portfolio Manager and Analyst at Newfleet Asset Management, where he managed both high yield and leveraged loan portfolios. Before that, he was a Vice President at GSC Partnersfrom 2000 to 2002 , focusing on management of high yield and collateralized debt obligations. Earlier in his career, he managed high yield assets as a Vice President at Mitchell Hutchins Asset Management. Bradley Kane graduated from Lehigh University (B.S. in Business & Economics) and is a principal of Osterweis Capital Management | ||
| Carl P. Kaufman | Co-Chief Exeutive Officer, Co-President and Managing Director | 2002 | now |
| 背景介紹 | Mr. Carl P. Kaufman serves as Co-President, Co-Chief Executive Officer, Chief Investment Officer - Strategic Income, Portfolio Manager and Managing Director – Fixed Income for Osterweis Capital Management, Inc. and Osterweis Capital Management, LLC. He joined the Osterweis Capital Management, Inc. as a Portfolio Manager/Analyst in 2002. Prior to working at the Osterweis Capital Management, Inc., Mr. Kaufman worked for Robertson, Stephens and Co., a financial services company, from May 1999 to April 2002. Prior to that, Mr. Kaufman worked for 19 years at Merrill Lynch, where he specialized in convertible and equity securities sales and trading. Mr. Kaufman graduated from Harvard University and attended New York University Graduate School of Business Administration. He is a principal of Osterweis Capital Management. | ||
| Simon T. Lee | Vice President | 2008 | 2017 |
| 背景介紹 | Prior to joining Osterweis Capital Management in 2008, Mr. Lee was a key member of the investment management team at Pacific Life Insurance Company, where he managed high yield and convertible bond portfolios, originated and managed two collateralized bond obligation funds, and was actively involved in the credit default swap market for the high yield bond portfolio. Prior to that, Mr. Lee was a Research Analyst with E. F. Hutton Life and Executive Life from 1980 to 1985. Mr. Lee graduated from Loyola Marymount University (B.B.A., M.B.A.). He is a principal of Osterweis Capital Management, a CFA charterholder and a member of the CFA Society of Los Angeles. | ||
| Gregory S. Hermanski | Research Analyst | 2006 | 2008 |
| 背景介紹 | Mr. Gregory S. Hermanski serves as Vice President and Portfolio Manager of Osterweis Capital Management, Inc. and Osterweis Capital Management, LLC. He joined the Adviser as an Assistant Portfolio Manager/Analyst in 2002. Mr. Hermanski previously served as a portfolio manager of the Osterweis Strategic Income Fund. Prior to working at the Advisers, Mr. Hermanski served as a Vice President at Robertson, Stephens and Co. from August 2000 to May 2002, where he was in charge of convertible bond research. He also served as a Research Analyst at Imperial Capital, LLC from April 1998 to April 2000, and as a Valuation Consultant from August 1995 to March 1998. Mr. Hermanski earned a B.A. from the University of California, Los Angeles. | ||
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