Spotlight

New
Video

Bloomberg TV: John Sheehan Interview

Watch Bloomberg TV’s interview with John Sheehan, Portfolio Manager for the total return fixed income strategy, who discusses opportunities in investment grade bonds and provides an overview of the current market. John’s segment begins at 16:25.

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News

Business Insider: Shifting from Post Pandemic Tech Themes into ‘Real Companies’

Business Insider recently spoke with Jim Callinan about how he is managing the Osterweis Emerging Opportunity Fund with a focus on companies that he believes can thrive in the evolving economic environment.

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New
Video

TD Ameritrade: Eddy Vataru Interview on the Fed Update

Watch TD Ameritrade’s interview with Eddy Vataru, lead Portfolio Manager for the total return fixed income strategy, who discusses his thoughts on the Federal Reserve’s recent announcement about its view on inflation.

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New
Blog

Advisor Perspectives: Is the Bond Market as Disconnected from Reality as the Stock Market?

Bob Veres of Insider’s Forum recently moderated a fixed income panel discussion featuring Eddy Vataru and two other speakers. Bob’s summary on Advisor Perspectives includes Eddy’s assessment of the investment grade bond market and his strategy for managing the various challenges facing fixed income investors.
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Blog

Steepening the (Adoption) Curve: Covid-19 and Digital Transformation

In the era of social distancing, technology has become even more integrated into our personal and professional lives. We believe this trend will persist even after the pandemic passes, and we expect it will particularly benefit firms that support remote working arrangements and eCommerce, two areas where we anticipate accelerating adoption and sustained growth.
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Blog

A Bright Future for Renewables: Lower Costs and Rising Demand

Following decades of investment and cost reduction, electricity from renewable energy should be cheaper than most existing fossil- and nuclear-fueled electricity within the next three-to-five years. We believe selectively investing in operators with scale and cost advantages in this sector should be rewarding given the increasing demand for clean energy.
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Podcast

Money Life with Chuck Jaffe: Interview with Larry Cordisco

Listen to Larry Cordisco’s recent interview on the podcast “Money Life with Chuck Jaffe,” where he discusses the effects of Covid-19 on the market and a couple of stocks he feels will fare well in this environment.

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New
Blog

Total Return Perspectives: August 2020

Treasuries took a breather in August as inflation fears gripped the market. Corporate and mortgage bond spreads held firm despite the lack of agreement on continued fiscal stimulus.
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Blog

Press Release: Osterweis Total Return Fund Receives Five Star Morningstar Rating

The fund was rated over the past 3-years and overall against 289 funds in the nontraditional bond category, based on total returns as of May 31, 2020.
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Blog

Press Release: Osterweis Emerging Opportunity Fund Receives Five Star Morningstar Rating

The fund was rated over the past 3 years and overall against 583 funds in the small cap growth category based on total returns, as of May 31, 2020.
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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 entering our fourth decade, we are an integrated firm with over fifty employees, managing $5.8 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.

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.