Osterweis Capital Management

Strategy Overview

All our investment strategies are predicated on the belief that strong long-term investment results are best achieved through the compounding of reasonable gains and the avoidance of major losses.

Strategies Mutual Funds Separate Accounts


Our equity strategy invests across the market cap spectrum with the goal of creating high conviction portfolios of out-of-favor companies with identifiable catalysts for growth.

» Learn more about the Equity strategy

» Osterweis Fund
» Institutional Equity Fund

» Equity

Fixed Income

Our fixed income strategy employs a multi-sector and flexible duration approach that seeks to invest in securities offering the highest risk-adjusted yield and expected total return.

» Learn more about the Fixed Income strategy

» Strategic Income Fund

» Fixed Income

Flexible Balanced

Our flexible balanced strategy combines our equity and fixed income strategies using a flexible allocation approach. The strategy seeks to capitalize on the growth attributes of equities and the capital preservation attributes of bonds.

» Learn more about the Flexible Balanced strategy

» Strategic Investment Fund

» Flexible Balanced