Barron’s: A Stockpicker on How to Ride the Curve of Small-Cap Growth
Barron’s recently interviewed Jim Callinan to get his thoughts on the small-cap growth segment and some of his favorite stocks.
Daily Prices as of 1/18/19
|Emerging Opportunity Fund||$11.37|
|Strategic Income Fund||$11.01|
|Total Return Fund||$10.06|
|Strategic Investment Fund||$13.55|
Outlooks & Commentary
Not as BBBad as You’ve Heard – Despite Negative Headlines, We Do Not Anticipate a Wave of Downgrades Out of Investment GradeBBB issuers have received a lot of bad press recently, but John Sheehan believes the perception is worse than the reality and that credit selection is key to finding good risk adjusted returns within the diverse BBB universe.Learn More
The fourth quarter of 2018 was challenging – markets turned bearish almost overnight and most indexes finished down for the year. But amidst the doom and gloom, there are still plenty of positives for the market, so it remains to be seen if sentiment improves or if the selloff continues.
In his 2019 preview, Jim Callinan explains why he feels retail businesses are the likely engines for growth and shares his views on sectors and firms that should outperform.Learn More
The recent Blackstone->Thomson Reuters acquisition reminded us once again why we need to be extra vigilant when evaluating sponsor backed deals.Learn More
With the U.S. economy now in its ninth year of expansion, investors have become wary of growth stocks and their higher multiples. The ongoing market volatility has increased these concerns, but research from Cornerstone Macro suggests that a slowdown in the economy may in fact be favorable for growth companies.Learn More
October has been difficult for equities, and the decline reflects a few trends we’ve been monitoring for a while now. In our latest Outlook we examine whether the current correction is just temporary or the start of a more sustained bear market.
News & Updates
If you were unable to join our quarterly teleconference, watch the replay to hear updates on the Osterweis Strategic Income Fund.
Join John Osterweis at 10 a.m. Pacific, when he will provide updates on the Osterweis Fund and Osterweis Strategic Investment Fund.
The Bottom Line Personal recently interviewed John Osterweis to get his thoughts around selecting stocks and investing in the current market environment.
The recommendation is their highest ranking and is based on several factors.
In this detailed profile of the Emerging Opportunity Fund, portfolio manager Jim Callinan explains why investors should consider adding his small cap growth fund to their portfolios.
In this NYT article, our chief investment officer suggests strategies that limit exposure to the ongoing tariff disputes.
Read about several of the stocks that Jim Callinan, Portfolio Manager for the Osterweis Emerging Opportunity Fund, is invested in, and why he chose them.
Eddy Vataru, lead Portfolio Manager for the Total Return Fund, was recently interviewed by Advisor Perspectives.
Carl Kaufman Discusses How the Osterweis Strategic Income Fund has continued to thrive in today’s challenging fixed income market.
Read about how the Osterweis Strategic Investment Fund provides a one-stop shop for investors.
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.
Criteria for Recommended Funds: Recommended funds are evaluated by Litman Gregory based on a combination of qualitative and quantitative measures, including absolute and relative long-term performance metrics when compared to an appropriate benchmark and peer group, manager skill, investment process and the discipline by which the process is applied, quality and tenure of research team, shareholder orientation, assets under management, and fund expenses. Recommended reflects Litman Gregory’s confidence in a fund’s potential to outperform a relevant benchmark over the long term.
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.