Spotlight

New
News

Litman Gregory Annual Fund Review

Read Litman Gregory’s annual review of the Osterweis Strategic Income Fund, where it continues to rate the fund as “Recommended” in its Absolute-Return-Oriented bond fund category.

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New
Video

January 12 Webinar Replay - Osterweis Strategic Income Fund Q4 Update

If you were unable to join our quarterly webinar, watch the the replay to hear updates on the Osterweis Strategic Income Fund.

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News

Value Investor Insight: Osterweis Emerging Opportunity Fund Interview

In this article the Osterweis Emerging Opportunity Fund (OSTGX) team discusses how valuation factors into their growth strategy.

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Video

TD Ameritrade: Eddy Vataru Interview

Watch TD Ameritrade’s interview with Eddy Vataru, lead Portfolio Manager for the total return fixed income strategy, who discusses his thoughts on how the Federal Reserve is managing interest rates in the current market environment.

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New
Outlook

First Quarter Equity Outlook

Several pundits have raised the possibility that the current Covid-recession will be followed by a boom reminiscent of the Roaring ‘20s. Although we think that may be a tad too optimistic, we think the recovery will continue and feel “real economy” stocks could fare particularly well.

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New
Outlook

First Quarter Strategic Income Outlook

Thanks to substantial support from the Fed, fixed income markets concluded 2020 near all time highs despite a faltering economy. In the near to medium term we think a cautious approach is warranted, but we also see encouraging signs of a more fulsome recovery ahead.

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New
Blog

Total Return Perspectives: December 2020

In December Treasury yields mostly edged higher, concentrated in longer maturities. Corporate bond spreads narrowed, as investors maintained their appetite for risk assets. While we are closer to widespread dissemination of a vaccine against Covid-19, recent virus data and new lockdowns present a more somber view as the year begins.
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Video

Fixed Income Investing in a Low Rate Environment with Carl Kaufman & Eddy Vataru

In this video, Carl Kaufman, Lead Portfolio Manager for the Strategic Income Fund and Eddy Vataru, Lead Portfolio Manager for the Total Return Fund, share their thoughts on managing fixed income exposure and risks in a low rate 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 entering our fourth decade, we are an integrated firm with over fifty employees, managing $6.2 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.