Morningstar - Q4 2020 - 79

partnership that I could plug into and avoid the
rigmarole [of running my own company],
and they were willing to start a mutual fund using
my process," Callinan says.
Osterweis Emerging Opportunity was
launched with the conversion of the limited
partnership he had run at RS and his

own firm. (Morningstar marks the mutual
fund's start date as the Nov. 30, 2016,
conversion.) The limited partnership included his
own substantial investment, and Callinan is
still a significant shareholder in the fund;
according to the June statement of additional
information, his stake represents 36% of assets
under management.

That stake piqued the interest of advisor
Jeff Platt, founder and CIO of Platt
Wealth Management in San Diego. Platt
uses a mix of index and active funds,
focusing particularly on active managers
in areas where he believes they can
add the most value, such as international
and small-cap stocks.

Jim Callinan, chief investment officer, emerging growth,
at Osterweis Capital Management.

morningstar.com/lp/magazine

79


http://www.morningstar.com/lp/magazine

Morningstar - Q4 2020

Table of Contents for the Digital Edition of Morningstar - Q4 2020

Contents
Morningstar - Q4 2020 - CT1
Morningstar - Q4 2020 - CT2
Morningstar - Q4 2020 - Cover1
Morningstar - Q4 2020 - Cover2
Morningstar - Q4 2020 - 1
Morningstar - Q4 2020 - 2
Morningstar - Q4 2020 - Contents
Morningstar - Q4 2020 - 4
Morningstar - Q4 2020 - 5
Morningstar - Q4 2020 - 6
Morningstar - Q4 2020 - 7
Morningstar - Q4 2020 - 8
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