Reuters – Matthew Berler once shorted stocks for a living. Now, he invests for the long term.
During the last three years, Berler, the chief executive of San Francisco based Osterweis Capital, has steered the $220 million Osterweis Strategic Investment Fund to an annualized 14.6 percent return through September 24. The fund is beating 98 percent of the 772 funds in its Morningstar category of moderate allocation funds.
