Spotlight

New
Podcast

Orion's Weighing Machine Podcast: Interview with Carl Kaufman

Carl Kaufman was featured a recent edition of Orion’s “The Weighing Machine” podcast. During the podcast, Carl discussed how he got into the business and the strategy behind the Strategic Income Fund.

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New
Video

October 12 Webinar Replay - Osterweis Strategic Income Fund Q3 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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New
Video

Yahoo! Finance Market Recap Featuring Larry Cordisco

Watch Yahoo! Finance’s Market Recap featuring Larry Cordisco, who discusses how his team is investing given the recent pullback in the market.

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Webinar

October 28 Webinar: Osterweis Fund and Osterweis Growth & Income Fund Q3 Update

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

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Blog

Electric Vehicles Have Shifted into High Gear, and One EV Stock Is Well-Positioned to Capitalize

After idling for decades, electric vehicles (EVs) are finally ready to charge ahead. Changes in the regulatory landscape, decreasing costs, and a substantially wider range of buying options have transformed the industry and created a powerful secular growth trend. One little known electronics supplier, Aptiv PLC, is particularly well-positioned to take advantage of the opportunity.
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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
Outlook

Fourth Quarter Strategic Income Outlook

Despite multiple headwinds, including increasing inflation, rising rates, and tight labor markets, our view is that the U.S. economy is in good shape. Markets may experience higher volatility as the Fed begins to taper its bond buying program, but we expect that to be a short-term issue.

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New
Outlook

Fourth Quarter Equity Outlook

Concerns about inflation and a looming Fed taper weighed on markets during the third quarter, but in our view the post-pandemic economy is well-positioned for extended cycle of capital investment, providing the impetus for broadening economic growth and job creation.

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New
Outlook

Fourth Quarter Total Return Outlook

The investment grade market was relatively calm in the third quarter, but we are concerned about undercurrents lying beneath the surface. In particular, we feel the dual threats of persistent inflation and a less accommodative Fed have the potential to impact pricing over the near to medium term.

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New
Blog

Total Return Perspectives: September 2021

U.S. Treasury yields continued to rise during September as the Federal Reserve prepared markets for an eventual tapering of its quantitative easing program and inflation data remained elevated. Corporate bond spreads were resilient despite the rise in equity volatility.
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Blog

Inflation in 2021: Why It Could Be Different This Time

Inflation has been top of mind for investors throughout 2021. The question going forward is whether recent price increases will be transitory or persistent. In our view, the risk of sustained inflation is higher now than at any point in recent memory.
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News

Press Release: Fund Name Change and Management Fee Reductions

Read our latest press release for details on the change of the Strategic Investment Fund’s name to Growth & Income Fund, as well as management fee reductions.

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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 $7.7 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.