Back to Team

Justin McNichols, CFA

Chief Investment Officer, Principal |

Justin is the Chief Investment Officer for Osborne Partners, and has over 25 years of experience. Justin is a member of the Osborne Partners Investment Management Team, and became a principal of the firm in 2000. Previously, he was with Wells Fargo Asset Management. At Wells, Mr. McNichols was head of equity research, and a member of the national growth equity team. Additionally, he managed over $1 billion in separate account and mutual fund assets. Justin is a member of CFA Society San Francisco and CFA Institute. Justin received a Bachelor of Arts degree in Economics in three years and a M.B.A. in Finance from the University of California at Irvine. Additionally, he is a CFA Charterholder.

Publications by Justin McNichols, CFA

August 30, 2018 | Global Equities

The Overcrowded Growth Trade
Growth stocks have outperformed value stocks for the past eleven years in nearly a straight line. Most investors are now dramatically overweight growth stocks and growth sectors like technology,communications, healthcare, […]

July 13, 2018 | Global Equities

The Tails To Heads Flip In U.S. Stocks
We are pleased that a number of new clients have chosen to work with OPCM in 2018.  As we analyze new client and prospective client portfolios, a common theme appears […]

June 30, 2018 | Global Equities, Articles

Why Investors Are Focused On U.S. Equities In 2018
For many decades, a multi-asset class approach delivered superior returns with less risk.  By approximately, equally weighting the major asset classes, an investor could earn 8-9% returns with far less […]

April 12, 2018 | Global Equities

The New Environment For U.S. Equities
2017 extended the domestic equities bull market to nine years.  Over this span, equities were able to continuously ascend through a litany of worries and slow earnings growth because of […]

October 5, 2017 | Global Equities

Growth in Value
Over the last year or two, much of the narrative around U.S. stocks has focused on FAANG (Facebook, Apple, Amazon, Netflix, Google), along with a select few other high growth […]

January 3, 2017 | Global Equities

There Are Actually Equities Outside The U.S.
Throughout history, investors have discovered numerous ways to accidentally increase risk and reduce returns in portfolios. When people think about the acts that lead to long‐term poor performance, the two […]

November 12, 2016 | Economics, Blog Categories

What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare
We believe a number of asset classes, sectors, and industries will experience tailwinds from the incoming administration.

November 3, 2016 | Investment Commentary

What A Trump Presidency Means To Your Portfolio, Taxes, and Healthcare
In case you did not hear the news, Donald Trump will be our 45th President of the United States.  In advance of the election, our Investment Team compiled our lists […]

October 22, 2016 | Global Equities

Finding Value in the S&P 401
Today more than ever, there are widely varying opinions about the valuation of U.S. equities. Some believe equities are expensive on a ten-year earnings basis.  Others think equities are expensive […]

September 3, 2016 | Investment Commentary

The Volatile Calendar Ahead
The strong rise of global equities in July was followed by mostly flat returns in August and September.  As we start the fourth quarter, earnings growth is slow to negative […]
Go to Top