BUSINESS STRATEGIES

OSP’s Value Investing business is an industry leader in alternative asset management with expertise in complex commercial and industrial credits and capital structures.  With more than $1 billion in assets under management, OSP is an SEC-Registered Investment Advisor (RIA) that manages investments on behalf of 26 institutional investors, including university endowments, religious/hospital systems, as well as corporate and public pension plans.  Led by its CEO and CIO, Jerry O’Brien, OSP’s value investing team benefits from his 24 years of experience in the sector and employs 10 investment professionals with similar pedigrees and deep market awareness to specialize in “unloved US C&I credits” in $5-$20MM transactions. 

OSP’s Impact Strategy began in 2015 and is recognized as an institutional first-mover in market-rate impact investments with measurable societal benefits.  OSP’s impact investing team targets fixed income credits that achieve benchmark-beating returns for investors while simultaneously promoting thriving businesses in Low- and Moderate-Income (LMI) areas; reviving properties with energy efficiency; and striving families with first-time home purchases.  Led by its Portfolio Manager, Matt Reilein, OSP’s impact investing team leverages his prior experience structuring and managing over $5 billion of investments and 10-year relationships with key counterparties in the sector nationwide. 

OSP’s wholly-owned subsidiary, AmeriNat, LLC, is an industry leader in servicing loan portfolios owned or originated by governmental, quasi-governmental, financial institutions and non-profit entities.  Founded in 1975, AmeriNat manages approximately $8 billion in loans and related deposits for over 300 city, county, state and NGO clients (including more than 115 Habitat for Humanity affiliates) across 47 states, DC and Puerto Rico.  Led by their Chairwoman and CEO, Adrienne Thorson, AmeriNat’s 100 employees are located in Downey, CA, Albert Lea, MN, Baltimore, MD and Tampa, FL.