Morningstar Features Insights from Carl Kaufman
Published on February 6, 2024
Read Strategic Income lead portfolio manager Carl Kaufman’s current thoughts on the Fed in a Morningstar article titled: "Why Is Everyone Always Wrong About the Fed?"
Featuring
Carl Kaufman
Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income
Carl Kaufman
Co-President, Co-Chief Executive Officer, Chief Investment Officer – Strategic Income & Managing Director – Fixed Income
Carl Kaufman joined Osterweis Capital Management in 2002 after almost 24 years in various positions at Robertson Stephens and Merrill Lynch. He has managed the Osterweis Strategic Income Fund since its inception in 2002. In addition, he is the Managing Director of Fixed Income and a lead Portfolio Manager for the Osterweis Growth & Income Fund.
In his management role at the firm, he is responsible primarily for investment matters and is a member of the firm’s Management Committee. Mr. Kaufman is a principal of the firm. Additionally, he is a member of the Board of Trustees for the San Francisco Conservatory of Music.
Mr. Kaufman graduated from Harvard University and attended New York University Graduate School of Business Administration.
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Opinions expressed are those of the authors, are subject to change at any time, are not guaranteed, and should not be considered investment advice.
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Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar. [OCMI-492178-2024-01-31]
