Spotlight

New
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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New
Video

July 11 Webinar Replay - Osterweis Strategic Income Fund Q2 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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Podcast

Business Breakdowns Podcast - Interview with Nael Fakhry

Listen to a recent interview with Nael Fakhry on the Colossus “Business Breakdowns” podcast, where he discusses what makes AMETEK a Quality Growth company.

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New
Outlook

Third Quarter Equity Outlook

As the U.S. evolved from a goods economy to a services economy, expansionary cycles more than doubled in length. But a recent resurgence in manufacturing may be taking us back to the future.
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New
Outlook

Third Quarter Strategic Income Outlook

As we survey the economic landscape, we are reminded of Otis Redding’s classic hit, which is all about patience. “Looks like nothing’s gonna change, everything still remains the same.”
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New
News

MarketWatch: Six Lessons on How to Beat the Market and Generate Income

Growth & Income Portfolio Managers Carl Kaufman and Nael Fakhry were recently featured in this MarketWatch article, where they discuss their predictions, insights, and investing lessons for the current market environment.

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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 $7.4 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.