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: