Spotlight

New
Video

October 10 Webinar Replay - Osterweis Strategic Income Fund Q3 Update

If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Strategic Income Fund.

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Video

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.

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News

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.

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New
Outlook

Fourth Quarter Equity Outlook

Thanks to a variety of structural advantages, including favorable demographic trends, we believe the U.S. remains the most attractive investment environment in the world.
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Outlook

Fourth Quarter Strategic Income Outlook

Credit indices rallied during the third quarter, despite a variety of economic headwinds, and it appears FOMO (fear of missing out) is fueling the bullish sentiment more than fundamentals.
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Perspective

TheStreet: $177 million fund manager picks three blue chip stocks

Nael Fakhry, Portfolio Manager for the Osterweis Growth & Income Fund (OSTVX), recently spoke to TheStreet about his team's investment philosophy, stocks versus bonds, and three of his favorite stocks.
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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 $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 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.