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Morningstar Features Insights from Carl Kaufman

Read Strategic Income lead portfolio manager Carl Kaufman’s current thoughts on the Fed in a Morningstar article titled: "Why Is Everyone Always Wrong About the Fed?"
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Video

January 11 Webinar Replay - Osterweis Strategic Income Fund Q4 Update

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

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Tax Information

2023 Tax Guide

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Outlook

First Quarter Equity Outlook

The Fed has been walking a tightrope for a while now, trying to tame inflation without crashing the economy. The data was encouraging throughout 2023, and we may soon find out if the central bank has actually engineered immaculate disinflation.
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Outlook

First Quarter Strategic Income Outlook

The market performed well in 2023, but inflation will likely remain a top concern for both the Fed and investors throughout the new year.
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Tax Information

2023 Tax Information

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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 in our fourth decade, we are an integrated firm with over sixty employees, managing $6.8 billion in assets.

Our clients, many of them with us for decades, know we have 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.