Osterweis Opportunity Fund Social Media Disclosures
Holdings and allocations may change at any time due to ongoing portfolio management. References to specific investments should not be construed as a recommendation to buy or sell the securities. Current and future holdings are subject to risk.
The Fund’s holdings may be viewed by clicking here.
Past performance is not a guarantee of future results. Index performance is not illustrative of fund performance. One cannot invest directly in an index. Please call (866) 236-0050for fund performance.
Opinions expressed are those of the author, are subject to change at any time, are not guaranteed and should not be considered investment advice.
The S&P 500 Index is an unmanaged index that is widely regarded as the standard for measuring large cap U.S. stock market performance. The index does not incur expenses, is not available for investment, and includes the reinvestment of dividends.
Mutual fund investing involves risk. Principal loss is possible. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities.
The Russell 1000 Index measures the performance of the large-cap segment of the US equity universe.
The Russell 1000 Growth Index is composed of large-capitalization U.S. equities that exhibit growth characteristics.
The Russell 1000 Value Index is composed of large-capitalization U.S. equities that exhibit value characteristics.
The Russell 2000 Growth Index (Russell 2000G) is a market-capitalization-weighted index representing the small cap growth segment of U.S. equities. This index does not incur expenses, is not available for investment and includes the reinvestment of dividends.
Free cash flow represents the cash that a company is able to generate after laying out the money required to maintain and expand the company’s asset base. Free cash flow is important because it allows a company to pursue opportunities that enhance shareholder value.
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.
Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC.
Manager Consistency Chart: The dots represent 5-year annualized returns for the Osterweis Emerging Opportunity Fund and corresponding returns of the Russell 2000 Growth Index as of quarter-end dates since the inception of the fund (excluding the initial periods before a 5-year record was established). The line represents the hypothetical plot if the fund never out/underperformed the Index and all Fund returns were exactly equal to the Index returns.
