Daily Prices as of 3/27/17
|Institutional Equity Fund||$10.28|
|Emerging Opportunity Fund||$10.52|
|Strategic Income Fund||$11.23|
|Total Return Fund||$10.23|
|Strategic Investment Fund||$14.67|
Outlooks & Commentary
Read our perspective on the surprising events of 2016 and our outlook for the fixed income market.
Read our post-election thoughts on the U.S. economy and equity market.
News & Updates
If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Emerging Opportunity Fund.
Craig Manchuck joins Carl Kaufman, Brad Kane and Simon Lee as an Assistant Portfolio Manager for the Strategic Income Fund.
If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Fund and Osterweis Strategic Investment Fund.
Read an Inside Information article about opportunities for active investors, including thoughts from Carl Kaufman.
If you were unable to join our quarterly teleconference, watch the replay to hear updates on the Osterweis Strategic Income Fund.
- Learn More
The Osterweis Total Return Fund was launched on December 30, 2016.
Read a recent interview with Fund manager James L. Callinan in which he discussed his thoughts on emerging growth stocks and the investment philosophy behind our Emerging Opportunity Fund.
Read about how we think investors could benefit from the rapid growth of market innovators while trying to manage the risks of investing in somewhat unproven companies.
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 $6.7 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.