The Osterweis Capital Management Philosophy

We believe our clients' financial goals are best achieved by the avoidance of major losses in falling markets and the compounding of reasonable gains in rising markets.

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The Latest

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News

Financial Advisor Magazine: Osterweis Bets Big on U.S. Despite Trump-Fueled Volatility

Nael Fakhry discusses why his team is sticking with U.S. equities, given their focus on quality growth companies that are well positioned for the current market environment.
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Podcast

Bloomberg's Inside Active Podcast - Interview with Bryan Wong

Listen to an interview recorded January 21 with Bryan Wong on Bloomberg’s “Inside Active” podcast, where he discusses why evaluating small cap companies requires a disciplined and long-term approach.

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Perspective

What is a Small Cap Growth Fund?

In this primer we define small cap growth funds, provide practical suggestions on how to invest in them, and explain why we believe they are a strategically important asset class.
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Outlook

Second Quarter Strategic Income Outlook

Concerns about a trade war have rattled markets so far in 2025, but we believe fixed income investors need to be patient, stay defensive, and see how things evolve before making any big decisions.
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Outlook

Second Quarter Equity Outlook

While we continue to feel the U.S. has structural investment advantages, we are mindful that the scope of the current administration's policy shifts may present challenges to our sustained economic momentum.
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Video

Rethinking the Core

Investment grade bonds continue to struggle. In this video John Sheehan, portfolio manager for the Strategic Income Fund, explains why investors may want to consider alternatives to traditional core allocations.

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All Insights

An Introduction to OCM

In 1983, John Osterweis founded Osterweis Capital Management to manage assets for individuals, families, endowments, and institutions. Now in our fifth decade, we are an integrated firm with over sixty employees, managing $8.0 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

Investment Team

Investment Team
Client Relations Team

Client Relations Team
Operations & Technology Team

Operations & Technology 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.