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.
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.
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.
Views & News
July 2014 Equity Outlook
Read our thoughts on how U.S. Equities continue to look attractive.
July 2014 Fixed Income Outlook
Read our thoughts on how the sub-par recovery continues.
Reuters TV 'Wealth Strategies' interview with Matt Berler
Hear Matt Berler’s thoughts on the energy infrastructure sector and the case for short-duration, high yield bonds.
Morningstar Interviews Matt Berler
Matt Berler shares his positive outlook for equities and thoughts on some of our current holdings. View the interview in the video section of Morningstar.com.
Forbes Interview with Matt Berler
Read about our investment philosophy and some of our holdings in this interview featuring Matt Berler.
Strategic Income Fund Recent Morningstar Category Change
Read our thoughts on Morningstar’s recent category change for the Osterweis Strategic Income Fund.
Litman Gregory AdvisorIntelligence
Read about why Litman Gregory continues to recommend the Osterweis Fund.
Read about the results of some new tactical allocation funds including the Osterweis Strategic Investment Fund.
About Osterweis Capital Management
Osterweis Capital Management was founded in 1983 and currently manages over $11 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.
The Kiplinger 25 is a list of Kiplinger’s 25 favorite no-load mutual funds. Funds are selected by Kiplinger based on long-term performance, low-to-moderate expenses and a reasonable minimum initial investment, as well as a qualitative review of performance, investment process and the investment management team.
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.