Research-driven, value investors

Osher Capital Advisors, LLC (Osher) specializes in managing portfolios for individuals, families, and small institutions. We use a research-driven quantitative approach to asset allocation, stock selection, and portfolio management to achieve superior risk-adjusted returns.

Osher was established in 2006 by Yaron Sadan, and is based in New York City.

  • Boutique portfolio management
  • Disciplined investment approach
  • Concentrated portfolio
  • Separately managed accounts

We manage two types of portfolios, both of which utilize the same underlying value philosophy:

  • Focused Equity is a long only concentrated equity strategy designed to outperform the S&P 500 over full market cycles.
  • Strategic Opportunities is a concentrated portfolio focused on macroeconomic themes and opportunities.

Contact us directly at: