Osterweis Capital Management

The Osterweis Equity strategy invests opportunistically across the market cap spectrum with the objective of creating high conviction portfolios of out-of-favor companies with identifiable catalysts for growth.

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The Osterweis Fixed Income strategy combines a risk-averse, absolute-return oriented, multi-sector fixed income approach with the ability to shift portfolio duration to manage risk.

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The Osterweis Flexible Balanced strategy combines our flexible and risk-averse Equity and Fixed Income strategies using a flexible allocation approach. The allocation between stocks and bonds is managed dynamically based on the economic environment and opportunities in each asset class.

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Views & News

  • Strategic Investment Allocation Overview

    Read our Strategic Investment allocation overview for key assumptions related to our portfolio positioning.

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  • July 2015 Equity Outlook

    Read our thoughts on the extended bull market in stocks and our outlook for the future.

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  • July 2015 Fixed Income Outlook

    Read our thoughts on key issues in the fixed income market and how we are managing our portfolios in the current environment.

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  • Mutual Fund Observer Performance Outliers

    Find out why the Mutual Fund Observer considers the Osterweis Strategic Income Fund a positive performance outlier.

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  • Litman Gregory Annual Fund Review

    Litman Gregory recently published its annual review of The Osterweis Strategic Income Fund.

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  • Fixed Income Update - Portfolio Positioning

    Review a recent Q&A with Carl Kaufman about positioning fixed income portfolios in today’s market.

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  • Morningstar Fund Analysis

    The Osterweis Strategic Income Fund is featured in a new Morningstar analysis.

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  • Wall Street Journal

    John Osterweis is featured in the Wall Street Journal’s Mutual Fund supplement.

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About Osterweis Capital Management

Osterweis Capital Management was founded in 1983 and currently manages $9 billion in assets. We employ a risk-averse investment philosophy predicated on the belief that strong long-term investment results are best achieved through a compounding of reasonable gains and the avoidance of major losses.

Criteria for Recommended Funds: Recommended funds are evaluated by Litman Gregory based on a combination of qualitative and quantitative measures, including absolute and relative long-term performance metrics when compared to an appropriate benchmark and peer group, manager skill, investment process and the discipline by which the process is applied, quality and tenure of research team, shareholder orientation, assets under management, and fund expenses. Recommended reflects Litman Gregory’s confidence in a fund’s potential to outperform a relevant benchmark over the long term.

The Osterweis Funds and other products and services described on this website are intended to be made available to U.S. investors only. Shares of the Funds are currently offered only in the United States and are not available for sale in any jurisdiction other than the United States. The information on this website is neither an offer to sell nor a solicitation of an offer to buy a mutual fund, security or service in any jurisdiction in which such offer, solicitation, purchase or sale would be unlawful. Please read these Terms and Conditions.

The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance.

Mutual fund investing involves risk. Principal loss is possible.

Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC.

The S&P 500 Index is an unmanaged index which is widely regarded as the standard for measuring large-cap U.S. stock market performance. This index includes the reinvestment of dividends. The index does not incur expenses and is not available for investment.