We invite you to read our Sustainability profiles, which provide a snapshot of our assessment of the ESG profile of select holdings.


Current Holdings

Sustainability
Sep 30, 2022

Cimpress

Cimpress provides small businesses with custom-printed promotional products. It specializes in mass customization across a wide range of categories (print, signage, photo merchandise, packaging, apparel, etc.), which brings down unit costs for its clients.

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Sustainability
Jun 30, 2022

Cengage

Cengage Learning is a global education technology company serving millions of learners with affordable, quality digital products and services that equip students with the skills and competencies needed for their respective careers.

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Sustainability
Mar 31, 2022

Veritas

Veritas is a global leader in enterprise data management focused on helping organizations ensure their business-critical applications are available, internal data is protected, and essential applications and data are easily recoverable.

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Sustainability
Dec 31, 2021

Hyland Software

Hyland Software is a leading provider of enterprise content management software designed to help organizations capture, access, manage, and secure information. The company has a strong presence in healthcare, financial services, insurance, and government.

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Sustainability
Sep 30, 2021

Cast & Crew

Cast & Crew is a leading provider of software and services to the entertainment industry, automating most of the payroll, accounting, and management functions related to television and film production.

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Sustainability
Jun 30, 2021

AgroFresh

AgroFresh Solutions is an innovator in advanced proprietary technologies that enhance the freshness, quality, and value of fresh produce.

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Sustainability
Jun 30, 2021

At Home

At Home is a leading home décor superstore focused on providing the broadest assortment of everyday and seasonal products for any room, in any style, for any budget.

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Sustainability
Jun 30, 2021

Diebold Nixdorf

Diebold Nixdorf has the #1 market share across all ATMs at 31% globally, which equates to around 1 million installed units.

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Sustainability
Jun 30, 2020

Michaels

Michaels Stores is the largest arts and crafts specialty retailer in North America, and its mission is to inspire and encourage everyone to unleash their inner maker.

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Sustainability
Jun 30, 2020

Nielsen

Nielsen is a global measurement and data analytics company that provides the most complete and trusted view of what consumers watch and buy globally.

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Past Holdings

Sustainability
Mar 31, 2021

Cooke Omega

Cooke Omega Protein has been in business for over 100 years and delivers quality ingredients that improve the nutritional content of food, supplements, and animal feed.

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Sustainability
Mar 31, 2021

Lionsgate

Lionsgate is a film and television production studio that also owns the STARZ premium-cable network and streaming service.

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Sustainability
Dec 31, 2020

The Fresh Market

The Fresh Market opened its first store in 1982 with the goal of providing a highly differentiated consumer experience focused on a quality assortment of fresh, premium perishables, and other specialty food items.

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Sustainability
Sep 30, 2020

Nexteer

Nexteer is a global leader in advanced steering and driveline systems, as well as advanced driver assistance systems and automated driving technology. The company is viewed as an industry leader for sustainable product solutions.

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Sustainability
Jun 30, 2020

Caleres

Caleres comes from the Latin word calere – to glow with passion or intensity. The company’s passion for providing affordable, fashionable footwear focused on the perfect fit dates back to the 1800s, when the company would put a stamp on the bottom of all shoes.

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Sustainability
Jun 30, 2020

Clean Harbors

Clean Harbors has evolved over the last four decades from a four-person business cleaning tanks in 1980 to North America’s largest hazardous waste disposal company today. But this is not just a story of doing well by doing good.

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Investment Team

Venk Reddy

Chief Investment Officer – Sustainable Credit & Portfolio Manager

Venk Reddy

Chief Investment Officer – Sustainable Credit & Portfolio Manager

Venk Reddy joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition. Prior to founding Zeo Capital in 2009, Mr. Reddy was a co-founder of Laurel Ridge Asset Management, a multi-strategy hedge fund, where he managed the credit, distressed, and event-driven portfolios. Previously, Mr. Reddy structured derivative products and was head of delta-one trading as a portfolio manager within Bank of America’s Equity Financial Products group (EFP). Mr. Reddy also managed investments in event-driven situations, convertible instruments, and options at Pine River Capital Management and HBK Investments, where he started his career.

Mr. Reddy is a principal of the firm and a Portfolio Manager for the sustainable credit strategies. He is also a portfolio manager for the growth & income and flexible balanced strategies.

Mr. Reddy graduated from Harvard University (B.A. in Computer Science with Honors).

Marcus Moore

Assistant Portfolio Manager

Marcus Moore

Assistant Portfolio Manager

Marcus Moore joined Osterweis Capital Management in 2022 as part of the Zeo Capital Advisors team transition, where he was an Assistant Portfolio Manager focused on credit research, including sustainability analysis. Before joining Zeo in 2019, Mr. Moore worked at Wells Fargo Bank for 14 years as an Analyst within Principal Investing, responsible for the retail, consumer, and gaming sectors across various asset classes including high yield bonds, leveraged loans, and structured products. Prior to working at Wells Fargo, Mr. Moore worked at Edison Mission Energy as an analyst and at Hamilton Resources, Procter & Gamble, and Goldman Sachs.

Mr. Moore is an Assistant Portfolio Manager for the sustainable credit strategies.

Mr. Moore graduated from Morgan State University in Baltimore, MD (B.S. in Accounting) and from the University of California, Los Angeles Anderson School with an M.B.A. He also holds the CPA designation.