Spotlight

New
Webinar

October 12 Webinar: Osterweis Strategic Income Fund Q3 Update

Join Carl Kaufman, Craig Manchuck, and Bradley Kane at 9 a.m. Pacific, when they will provide updates on the Osterweis Strategic Income Fund.

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New
Webinar

October 28 Webinar: Osterweis Fund and Osterweis Growth & Income Fund Q3 Update

Join John Osterweis, Larry Cordisco, and team at 10 a.m. Pacific, when they will provide updates on the Osterweis Fund and Osterweis Growth & Income Fund (formerly Strategic Investment Fund).

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Blog

Electric Vehicles Have Shifted into High Gear, and One EV Stock Is Well-Positioned to Capitalize

After idling for decades, electric vehicles (EVs) are finally ready to charge ahead. Changes in the regulatory landscape, decreasing costs, and a substantially wider range of buying options have transformed the industry and created a powerful secular growth trend. One little known electronics supplier, Aptiv PLC, is particularly well-positioned to take advantage of the opportunity.
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News

Press Release: Fund Name Change and Management Fee Reductions

Read our latest press release for details on the change of the Strategic Investment Fund’s name to Growth & Income Fund, as well as management fee reductions.

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Podcast

Deconstructing Alpha: Interview with Carl Kaufman

Listen to a recent interview with Carl Kaufman on the “Deconstructing Alpha” podcast, where they discuss the history and active management of the Strategic Income Fund, as well as investing in the current low interest rate environment.

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New
Blog

Total Return Perspectives: August 2021

U.S. Treasuries ended their 4-month streak of positive returns and falling yields in August. Intermediate maturity yields rose more than shorter and longer maturities, as the market began to see through the impact of the Delta variant and focus more on the Federal Reserve’s plan to scale back their bond buying program.
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Outlook

Third Quarter Strategic Income Outlook

Our economic outlook remains constructive, though we recognize it’s still too soon to know whether the current bout of inflation is transitory. Given the potential for rate increases, particularly after the Fed’s comments in June, we continue to prefer non-investment grade bonds, as they have lower duration and higher yields.

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Outlook

Third Quarter Equity Outlook

Equities continued to rally in the second quarter, but the market remains undecided about whether the recent uptick in inflation is more likely to be transitory or persistent.

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Outlook

Third Quarter Total Return Outlook

Despite a strengthening economy in the second quarter, investors were highly focused on the Federal Reserve’s response to the recent spike in inflation data. The market was satisfied with their reaction, stabilizing Treasury yields and driving investment grade corporate spreads to their tightest level in years.

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News

Morningstar Magazine: Osterweis Emerging Opportunity Fund Profile

Morningstar Magazine recently published a profile on Jim Callinan, portfolio manager for the Osterweis Emerging Opportunity Fund (OSTGX). The profile delves into Jim’s wealth of experience and how he’s built an effective team here at Osterweis.

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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 $7.5 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.