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Osborne Partners Capital Management

Headquartered in San Francisco with approximately $1 billion under management, Osborne Partners Capital Management specializes in high-quality growth equities management. OPCM is hired by consultants and institutional clients to manage separate account, sub-advisory, wrap, and UMA portfolios.

The firm is majority employee owned with members of the investment management team owning over 50% of the company. OPCM employs an investment management team of seven, including six portfolio managers/analysts and a quantitative analyst. The average experience of our portfolio managers is 30 years.

Since inception, the team has used a methodical three-stage discipline of quantitative screening, with bottom-up in-house fundamental analysis, and team model construction. The discipline revolves around "A Value Approach to Growth Investing", with the ultimate goal of owning a portfolio of higher growth companies, with high quality balance sheets and financial trends, purchased at discounts to multistage fair valuation.

OPCM's Large Cap Growth portfolio has the distinction of beating its institutional benchmark for the last ten rolling calendar ten-year periods, while typically achieving top quartile risk metrics. OPCM LCG has a 20+ year history of capturing approximately 62% of a down market.

As of 12/31/09