Since its launch in 1983, Osterweis has thoughtfully and deliberately expanded its services to meet client needs.

Year Event
1983 OCM founded
1989 Short strategy launched (concluded in 2010)
1993 Osterweis Fund (OSTFX) launched
1997 Long/Short strategy launched (concluded in 2012)
2002 Fixed Income Team established
Osterweis Strategic Income Fund (OSTIX) launched
2010 Osterweis Strategic Investment Fund (OSTVX) launched
2012 Osterweis Institutional Equity Fund (OSTEX) launched (concluded in 2017)
2016 Emerging Growth strategy launched
2016 Emerging Opportunity Fund (OSTGX) launched
2016 Total Return Fund (OSTRX) & strategy launched (concluded in 2023)
2021 Osterweis Strategic Investment Fund renamed to Osterweis Growth & Income Fund (OSTVX)
2022 Sustainable Credit funds (ZEOIX & ZSRIX) and strategies launched (concluded in 2023)


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 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.