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Featuring
Bryan Wong, CFA
Vice President & Portfolio Manager - Small Cap Growth
Bryan Wong, a partner at Osterweis, is a Portfolio Manager for the small cap growth strategy. He likes the pursuit of uncovering hidden gems, which have the opportunity to deliver strong, durable performance so our clients can achieve their long-term objectives. Bryan enjoys investing in small companies, because it is a creative process where it is possible to gain a true edge.
Prior to joining Osterweis Capital Management in 2014, Bryan was a member of the investment team managing the endowment of the David and Lucile Packard Foundation. Before that, he was an Analyst at Wohl Capital Management, a long/short hedge fund.
Bryan graduated from Yale University with a B.A. in Political Science and International Studies with distinction and from the University of California Berkeley, Haas School of Business, with an M.B.A., where he was an Investment Management Fellow. He holds the CFA designation and is a member of the CFA Society of San Francisco. Bryan also serves on the investment committee of the Asian Pacific Fund. Outside of work, he enjoys spending time with family and swimming.
For more information about this strategy, please send us an email or call us at (800) 700-3316.
Mutual fund investing involves risk. Principal loss is possible. The Osterweis Opportunity Fund may invest in unseasoned companies, which involve additional risks such as abrupt or erratic price movements. The Fund may invest in small and mid-sized companies, which may involve greater volatility than large-sized companies. The Fund may invest in IPOs and unseasoned companies that are in the early stages of their development and may pose more risk compared to more established companies. The Fund may invest in ETFs, which involve risks that do not apply to conventional funds. Higher turnover rates may result in increased transaction costs, which could impact performance. From time to time, the Fund may have concentrated positions in one or more sectors subjecting the Fund to sector emphasis risk. The Fund may invest in foreign and emerging market securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks may increase for emerging markets.
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.
Holdings and allocations may change at any time due to ongoing portfolio management. References to specific investments should not be construed as a recommendation to buy or sell the securities. Current and future holdings are subject to risk.
The Osterweis Opportunity Fund’s top 10 holdings may be viewed by clicking here.
As of 6/30/2025, the Opportunity Fund did not hold Axon Enterprise.
Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC. [OCMI-769820-2025-07-14]
