Daily Prices as of 5/18/18
|Emerging Opportunity Fund||$12.61|
|Strategic Income Fund||$11.28|
|Total Return Fund||$9.98|
|Strategic Investment Fund||$15.09|
Outlooks & Commentary
Investors cheered the lower-than-expected Consumer Price Index (CPI) numbers last week, but the lesser known Underlying Inflation Gauge (UIG) told a different story.Learn More
Despite a steady stream of provocative tweets and eye-catching headlines out of Washington D.C., economic fundamentals remain strong and the credit cycle is still favorable. Inflation is the biggest threat, but for the moment we feel it is under control.
To thrive in today’s online world, we believe companies need to move beyond a simple web presence and create digital relationships with their customers – allowing them to collect, analyze, and utilize the data to enhance their selling and manufacturing capabilities.
News & Updates
Join Eddy Vataru, CFA, Portfolio Manager for the Osterweis Total Return Strategy, for a Webinar on Wednesday, May 23, where he will discuss the challenging path forward for fixed income investors in today’s tightening monetary environment.
If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Fund and Osterweis Strategic Investment Fund.
Read about how the Osterweis Strategic Investment Fund provides a one-stop shop for investors.
If you were unable to join our quarterly teleconference, watch the replay to hear updates on the Osterweis Strategic Income Fund.
Eddy Vataru, lead Portfolio Manager for the Total Return Fund, was recently interviewed by Advisor Perspectives.
Want to learn more about mutual fund distributions? Read these frequently asked questions.
Read Litman Gregory’s annual review of the Osterweis Strategic Income Fund.
Read an Inside Information article about opportunities for active investors, including thoughts from Carl Kaufman.
Read about how we think investors could benefit from the rapid growth of market innovators while trying to manage the risks of investing in somewhat unproven companies.
An Introduction to OCM
In 1983, John Osterweis founded Osterweis Capital Management to manage assets for individuals, families, endowments and institutions. Now entering our fourth decade, we are an integrated firm with over fifty employees, managing $7.5 billion in assets.
Our clients, many of them with us for decades, know we’ve gotten here through an unwavering commitment to one purpose : To protect and grow our clients’ capital for the enduring security of multiple generations.
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.