October 11 Webinar: Osterweis Strategic Income Fund Q3 Update

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

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TheStreet: Money manager says you should consider these 3 small-cap growth stocks

Bryan Wong, Portfolio Manager for the Osterweis Emerging Opportunity Fund (OSTGX), recently spoke to TheStreet about his team's investment philosophy, why they like small-cap growth stocks, and what industries he feels are the most attractive in the small-cap growth universe.
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Deconstructing Alpha - Interview with Carl Kaufman: Why Income, Why Now?

Listen to a recent interview with Carl Kaufman on the “Deconstructing Alpha” podcast, where he discusses the inverted yield curve and the current bond market.

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Osterweis Strategic Income Fund Featured in Kiplinger

Kiplinger recently highlighted the Osterweis Strategic Income Fund and portfolio manager Carl Kaufman in an article discussing the most attractive opportunities for high yields in today's market.
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Mutual Fund Observer: Osterweis Strategic Income Fund Profile

Mutual Fund Observer (MFO) recently published a profile on the Osterweis Strategic Income Fund. The profile highlights why MFO believes the fund “is one of the two or three best strategic income funds available to investors.”

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Osterweis Strategic Income Fund Named Best Multi-Sector Income Fund (3-year category) in the 2023 Refinitiv Lipper Fund Awards

Osterweis Capital Management's Strategic Income Fund (OSTIX) has been named a 2023 Refinitiv Lipper U.S. Fund Awards Winner as the Best Multi-Sector Income Fund Over Three Years.
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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 $6.6 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 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.