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Tag: John Osterweis

7 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…

13 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,…

13 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 Posts
March 31, 2023
As SVB Collapses, Bank Insiders Are Snapping Up...
March 31, 2023
The Recessions That Never Happened
March 31, 2023
Goldman Sachs: U.S. Households Will Sell $750 billion...
March 31, 2023
Last Year’s Deal A Coup For Berkshire Hathaway
March 31, 2023
Study Finds Activist Investors Often Fail
March 31, 2023
Value Stocks Rally After Brutal Stretch
Recent Original Research
March 29, 2023
Combining Sentiment and Fundamentals: How Quant Models Uncover...
By Justin Carbonneau (@jjcarbonneau) — In my previous article, "Unlocking the Market's Mood," we explored various methods of gauging investor sentiment in stocks. In this article, we'll delve into how different investing models on Validea employ some...
March 8, 2023
The Surprising Investment Factor That Defies the Risk-Return...
By Jack Forehand, CFA, CFP® (@practicalquant) — There are some core principles that are supposed to govern investing. If I were to ask you to come up with the most important one of those principles off the top of your...
February 22, 2023
A Detailed Look at the Quality Factor
By Jack Forehand, CFA, CFP® (@practicalquant) — We all want to own great companies. We look at Warren Buffett’s success and want to own the same types of businesses he did. We love high returns on capital. We love great...
February 15, 2023
Unlocking the Market’s Mood: Tools for Measuring Stock...
By Justin Carbonneau (@jjcarbonneau) — In our recent podcast with Ray Micaletti, we talked about his relative sentiment approach to investing. Ray uses retail and institutional investor sentiment to build quantitative investment strategies. That conversation, along with...
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