Spotlight

New
Webinar

July 12 Webinar: Osterweis Strategic Income Fund Q2 Update

Join Carl Kaufman, Craig Manchuck, and Bradley Kane at 10 a.m. Pacific, when they will provide updates on the Osterweis Strategic Income Fund.

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New
Video

Webinar Replay - The Great Normalization: Managing Equities in a Highly Fluid Market

If you were unable to join Larry Cordisco’s webinar on The Great Normalization: Managing Equities in a Highly Fluid Market, you can watch a replay to hear him answer the question: “What is normal?” in equity markets and the economy.

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Video

CNBC: Larry Cordisco Discusses AMD's Latest Earnings

Watch CNBC’s interview with Larry Cordisco, Portfolio Manager for the Osterweis Growth & Income Fund and Osterweis Fund, who discusses AMD’s latest earnings report and how it holds up against what people are focused on this quarter.

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News

Kiplinger: The Osterweis Strategic Income Fund is Discussed in this Field Guide to Income Investment Opportunities

This Kiplinger article quotes Carl Kaufman, who describes the Osterweis Strategic Income Fund's (OSTIX) tendency to perform well in down markets.
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News

MarketWatch: What’s Next for the Stock Market as Investors Grapple with Fed Near ‘Peak Hawkishness’

The portfolio managers for the Osterweis Total Return Fund (OSTRX) were recently quoted in a MarketWatch article discussing the Fed’s current policy predicament and potential strategies for managing inflation.

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New
Webinar

July 21 Webinar: Osterweis Fund and Osterweis Growth & Income Fund Q2 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.

Register Now
Video

CNBC: Larry Cordisco Discusses Alphabet and Microsoft's Latest Earnings

Watch CNBC’s interview with Larry Cordisco, Portfolio Manager for the Osterweis Growth & Income Fund and Osterweis Fund, who discusses Alphabet and Microsoft’s latest earnings, the historical context, and the long-term story.

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News

AdvisorIntelligence Annual Fund Review

Read AdvisorIntelligence’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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Blog

Market Perspectives: Our Latest Thoughts on Ukraine

The Ukraine conflict has escalated rapidly, creating a massive humanitarian crisis and increasing volatility across financial markets. In this piece we review the major economic implications of the war and discuss the steps we are taking to manage the impact on portfolios.
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News

Barron’s: A Small-Cap Stock Fund Looks for the Next Netflix

Barron’s recently published a profile on the Emerging Opportunity Fund and how Lead Portfolio Manager Jim Callinan navigates the small cap universe. The article highlights why, in the current market environment, he remains “steadfast in his focus on quality companies.”

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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 $7.3 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.

The Morningstar Rating™ for funds, or “star rating,” is calculated for mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period has the greatest impact because it is included in all three rating periods.

Morningstar Rankings represent a fund’s total-return percentile rank relative to all funds that have the same Morningstar Category. The highest percentile rank is 1 and the lowest is 100. It is based on Morningstar total return, which includes both income and capital gains or losses and is not adjusted for sales charges or redemption fees. Past performance does not guarantee future results.

© 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.