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Podcast

Forward Guidance Podcast - Interview with Craig Manchuck

Listen to a recent interview with Craig Manchuck on the “Forward Guidance” podcast, where he discusses the end of the zero interest rate era.

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Video

October 11 Webinar Replay - Osterweis Strategic Income Fund Q3 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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Blog

TheStreet: Money manager says you should consider these 3 small-cap growth stocks

Bryan Wong, Portfolio Manager for the Osterweis Emerging Opportunity Fund (OSTGX), recently spoke to TheStreet about his team's investment philosophy, why they like small-cap growth stocks, and what industries he feels are the most attractive in the small-cap growth universe.
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Podcast

Deconstructing Alpha - Interview with Carl Kaufman: Why Income, Why Now?

Listen to a recent interview with Carl Kaufman on the “Deconstructing Alpha” podcast, where he discusses the inverted yield curve and the current bond market.

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Blog

Catching the Wave: Why Secular Growth Matters

In our view, the specific market dynamics that influence a company's sales growth prospects have a greater impact on equity returns than the overall direction of the economy.
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Outlook

Fourth Quarter Strategic Income Outlook

Like a watched pot that refuses to boil, the much-anticipated recession of 2023 has yet to materialize. In our latest Strategic Income outlook, we examine the reasons and discuss what might finally cause the temperature to rise.
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Outlook

Fourth Quarter Equity Outlook

As the second quarter came to a close, the Fed’s elusive soft landing appeared to be within reach. However, inflation resurfaced during the third quarter, substantially complicating the near-term economic outlook.
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Blog

Osterweis Strategic Income Fund Featured in Kiplinger

Kiplinger recently highlighted the Osterweis Strategic Income Fund and portfolio manager Carl Kaufman in an article discussing the most attractive opportunities for high yields in today's market.
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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 $6.5 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.