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

  • January 2016 Equity Outlook

    Read our thoughts on the equity markets and deflation concerns.

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  • January 2016 Fixed Income Outlook

    Read about our perspectives on the fixed income market.

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  • January 21 Webinar REPLAY: Osterweis Fund & Osterweis Strategic Investment Fund Q4 Update

    If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Fund and Osterweis Strategic Investment Fund.

    » Watch the video now

  • January 14 Teleconference REPLAY: Osterweis Strategic Income Fund Q4 Update

    If you were unable to join our quarterly teleconference, watch the replay to hear updates on the Osterweis Strategic Income Fund.

    » Watch the video now

  • Osterweis Funds 2015 Tax Information

    Details on income from U.S. government obligations.

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  • Morningstar Fund Analysis

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

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  • Fixed Income Update - High Yield Market

    Review a recent Q&A with Carl Kaufman regarding volatility in the high yield market.

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  • John Osterweis Interviewed by TheStreet.com

    Hear John Osterweis’ thoughts on the market and several of our equity holdings.

    » Watch the video now

  • Litman Gregory Annual Osterweis Fund Review

    Litman Gregory recently published its annual review of the Osterweis Fund.

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  • Inside Information

    Read a recent article by Bob Veres on the Osterweis succession plan.

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  • White Paper: Active Managers and Managing Downside Risk

    Read our thoughts on why we feel active management is necessary when aiming to hedge against losses while seeking reasonable returns.

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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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About Osterweis Capital Management

Osterweis Capital Management was founded in 1983 and currently manages over $7 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.