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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

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 […]

July 3, 2016 | Investment Commentary

Multi-Asset Class Investing In A Manipulated Environment
After many decades of absolute and relative returns, it became clear why multi-asset class investing was a preferred investing discipline for both large institutions and individuals.  Institutional investors would list […]

June 24, 2016 | Investment Commentary

Brexit
With the recent historic vote in the United Kingdom to leave the European Union, the OPCM Investment Team would like to share some important information and our views about the […]

April 8, 2016 | Investment Commentary

Valuations Don’t Matter Until They Matter
Growth investors are increasingly willing to pay practically any price for companies with strong earnings growth in this slow growth environment. Conversely, income investors are increasingly willing to overpay for […]

March 3, 2016 | Investment Commentary

Unsustainable Leadership
Investing in U.S. equities has been frustrating for most investors over the past few years.  After an above average 2014, U.S. stocks have been generally flat for the last 18 […]

January 3, 2016 | Global Equities

The OPCM Investment Cycle: “Initiation, Full-Position, Reduce, Sell”
2015 was a difficult year for most investors and essentially all asset classes.  A few of the only ways to make money in 2015 were to either be long the […]
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