Osterweis Capital Management

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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.

» Learn more about Equity Strategy

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.

» Learn more about Fixed Income Strategy

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.

» Learn more about Flexible Balanced Strategy

About Osterweis Capital Management

Osterweis Capital Management was founded in 1983 and currently manages $5 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. 

Views & News

  • Morningstar.com Fund Spy

    A Fund Firm Where Downside Is as Important as Upside

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  • April 2012 Equity Outlook

    Read our thoughts on our concerns about the global economy and several positive trends we see in the U.S. economy

    » Learn More

  • April 2012 Fixed Income Outlook

    Read our thoughts on the timing and intensity of any sustained recovery

    » Learn More

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 clicking here. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance.

Mutual fund investing involves risks. Loss of principal is possible.

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