Spotlight

New
Webinar

July13 Webinar: Osterweis Strategic Income Fund Q2 Update

Join Carl Kaufman and Bradley Kane at 10 a.m. Pacific, when they will provide updates on the Osterweis Strategic Income Fund.

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New
Webinar

July 21 Webinar: Osterweis Fund & Osterweis Strategic Investment Fund Q2 Update

Join John Osterweis, Larry Cordisco, and team at 10 a.m. Pacific, when they will provide updates on the Osterweis Fund and Osterweis Strategic Investment Fund.

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New
Video

Webinar Replay - Assessing Inflation Risk in a Post-Pandemic Economy

If you were unable to join Eddy Vataru’s webinar on Assessing Inflation Risk in a Post-Pandemic Economy, you can watch a replay to hear why he feels the risk of sustained inflation is higher now than at any point in recent memory.

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Blog

Price Makers, Share Gainers, and Compounding Machines: Three Quality Business Models

Defining a quality business is easier said than done. We have found that the highest quality businesses either consistently exercise pricing power while maintaining market share or consistently grow market share by undercutting incumbents. A choice few companies we call “compounding machines” can both raise price and increase market share.
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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
News

MarketWatch: Is inflation eating up all the interest you’re earning on 10-year Treasury notes?

In this MarketWatch article, Eddy Vataru, CIO-Total Return, discusses his thoughts on inflation.

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News

Morningstar Magazine: Osterweis Emerging Opportunity Fund Profile

Morningstar Magazine recently published a profile on Jim Callinan, portfolio manager for the Osterweis Emerging Opportunity Fund (OSTGX). The profile delves into Jim’s wealth of experience and how he’s built an effective team here at Osterweis.

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New
Blog

Total Return Perspectives: May 2021

Treasury yields fell again in May and credit spreads approached recent tights as the virus continued to recede, allowing the reopening of the economy to progress. Economic data was noisy this month, largely due to base effects, but confirms the ongoing trend of renewed growth and signs of inflation.
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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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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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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.