Morningstar: Higher Rates Have These Top Stock Fund Managers Taking a More Defensive Stance
Featuring
Nael Fakhry
Co-Chief Investment Officer – Core Equity
Nael Fakhry, a partner at Osterweis, is a Portfolio Manager for the core equity, growth & income, quality cyclical growth, and flexible balanced strategies. He loves the process of researching companies and studying the history of various industries. He is also a member of the firm’s Management Committee.
Prior to joining Osterweis Capital Management in 2011, Nael worked as an Associate at American Securities, a private equity firm, and as an Analyst in the investment banking division of Morgan Stanley.
Nael graduated from Stanford University with a B.A. in History, Phi Beta Kappa and the University of California Berkeley, Walter A. Haas School of Business with an M.B.A., where he was a C.J. White Scholar. Outside of his professional life, Nael enjoys coaching his kids’ soccer and basketball teams, reading, and running. He also contributes to the community as Treasurer and member of the Board of Directors of the Burlingame Community Education Foundation, where he supports local education and helps manage the endowment.
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