Spotlight

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News

Mutual Fund Observer: Osterweis Strategic Investment Fund Profile

Mutual Fund Observer recently published a profile on the Osterweis Strategic Investment Fund (OSTVX). The profile highlights why MFO believes the fund’s “outstanding management, and long, solid track record” make it a worthwhile investment.

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New
Video

April 28 Webinar Replay - Osterweis Fund & Osterweis Strategic Investment Fund Q1 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.

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New
Video

April 13 Webinar Replay - Osterweis Strategic Income Fund Q1 Update

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

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Blog

In a Speculative Market, Focus on Fundamentals

As investors have become more optimistic about the U.S. economy, speculative activity has become a progressively bigger driver of returns, particularly in small and micro-cap stocks. While we always welcome an equity rally, in volatile environments like this, we believe it is more critical than ever to focus on fundamentals and invest only in the highest quality firms.
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Outlook

Second Quarter Equity Outlook

Despite a volatile first quarter, economic fundamentals appear to be improving. We are constructive on the equity market in the near-to-medium term, but we are closely monitoring inflation and interest rates.

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Blog

Total Return Perspectives: April 2021

Treasury yields fell in April, in a modest retracement of the first quarter selloff. While virus outbreaks persist regionally, the general trajectory of news has been positive as vaccine dissemination continues. Economic data demonstrated continued growth as the economy emerges from last year’s pandemic depths.
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New
Video

TD Ameritrade: Interview with Eddy Vataru

Watch TD Ameritrade’s interview with Eddy Vataru, Portfolio Manager for the Osterweis Total Return Fund (OSTRX), who explains why he’s taking a cautious approach to both inflation and interest rate risk.

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Outlook

Second Quarter Strategic Income Outlook

Although we remain constructive about the economic outlook, the recent increase in speculative activity gives us some pause. We continue to favor a cautious approach in the near-to-medium term.

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New
Outlook

Second Quarter Total Return Outlook

Investors aggressively sold off Treasuries in the first quarter in favor of risk assets. We think this is likely to continue as the economy strengthens and inflationary pressures build, and we are maintaining a defensive duration profile to protect against rising rates.

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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 $7.2 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.

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.