General Investing >> Money Manager Interviews >> July 27, 1998
Charles D. Osborne – Berry, Hartell, Evers & Osborne
CHARLES D. OSBORNE is President of Berry, Hartell, Evers & Osborne.
Mr. Osborne has been active in the financial community in Northern
California since 1970 when he was first a real estate appraisal
officer, then a Trust Investment Officer for Crocker National Bank and
next a principal in a Palo Alto investment counsel firm. Since 1983,
Mr. Osborne has been an investment advisor with Berry, Hartell, Evers
& Osborne, which was acquired by Northern Trust in 1989. Mr. Osborne
is currently managing approximately $145,000,000 for 51 clients,
including family groups, individuals, pension funds and charitable
endowments. He authors the quarterly 'Economic Memorandum' reviewing
investment trends and delineating the firm's policies and strategies.
He sits on the national stock selection committee for Northern Trust
which approves issues for our company guidance list. Mr. Osborne is a
regular lecturer on investments and has appeared in 'The Wall Street
Transcript' and 'Financial News Network.' Mr. Osborne, a native
Californian, received a Bachelor of Fine Arts degree from the
University of California, Los Angeles, in 1969 and a master's degree
in business administration from the University of Santa Clara in 1974.
He is Chairman of the Board of Homestead Ravioli, a San Francisco
manufacturer of fine Italian foods since 1917. Additionally, he is a
member of several corporate and charitable boards including Auburn
Cablevision, the Monterey Institute of International Studies and San
Francisco's Capp Street Project, and is a former President of the
Coyote Point Museum for Environmental Education in San Mateo. He is a
member of the Security Analysts Society of San Francisco and the
Western Pension Conference. Profile
TWST: Berry, Hartell, Evers & Osborne was founded in the 1930s. Have
you always invested in low-risk growth stocks, Mr. Osborne?
Mr. Osborne: We did, but we didn't know what to call our