Spotlight
January 14 Webinar: Osterweis Strategic Income Fund Q4 Update
Join Carl Kaufman, Craig Manchuck, Bradley Kane, and John Sheehan at 10 a.m. Pacific, when they will provide updates on the Osterweis Strategic Income Fund.
An Opportune Time for Active Management in Small Cap Growth
Most economists agree that conditions are improving, and we believe small cap growth stocks could be the biggest beneficiary. Furthermore, it is an asset class where active managers can add substantial alpha due to less efficient markets.
John Sheehan Interviewed by InvestmentNews
Watch Gregg Greenberg’s interview with Portfolio Manager John Sheehan to hear why our Strategic Income team thinks shorter duration high yield bonds are ideal in the current market environment.
Money Life with Chuck Jaffe: Interview with Nael Fakhry
Portfolio Manager Nael Fakhry makes his debut on “Market Call,” a segment of the Money Life podcast, where he discusses the team’s methodology behind the Growth & Income Fund and examples of what they consider quality growth stocks.
Morningstar Prospects List: Osterweis Opportunity Fund Profile
Morningstar recently published a profile on the Osterweis Opportunity Fund (OSTGX) in its prospects list. The profile delves into the team’s wealth of experience and their bold approach to investing.
Fourth Quarter Strategic Income Outlook
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 $7.8 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 Team
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.
