64 insights

Video
Sep 14, 2020

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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News
Sep 14, 2020

CNBC: Emerging Opportunity Fund on the Hunt for Little-known Equity Gems

CNBC recently spoke with Jim Callinan about his experience as a portfolio manager and how he picks winning stocks for the Osterweis Emerging Opportunity Fund.
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Blog
Sep 3, 2020

Total Return Perspectives: August 2020

Treasuries took a breather in August as inflation fears gripped the market. Corporate and mortgage bond spreads held firm despite the lack of agreement on continued fiscal stimulus.
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Video
Sep 3, 2020

TD Ameritrade: Eddy Vataru Interview on the Fed Update

Watch TD Ameritrade's interview with Eddy Vataru, lead Portfolio Manager for the total return fixed income strategy, who discusses his thoughts on the Federal Reserve's recent announcement about its view on inflation.
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Blog
Sep 1, 2020

Investment Grade Credit Update: An Exceptionally Eventful Year That Has Created Opportunities

The investment grade fixed income market has been unusually active in 2020. Initial concerns about Covid-19 triggered a sharp selloff, but sentiment abruptly reversed when the Fed announced plans to purchase corporate bonds. Spreads have nearly returned to their pre-pandemic levels, but not all sectors have recovered equally, creating interesting opportunities for savvy investors.
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Video
Aug 18, 2020

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 the economic recovery and his outlook.
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Blog
Aug 14, 2020

A Bright Future for Renewables: Lower Costs and Rising Demand

Following decades of investment and cost reduction, electricity from renewable energy should be cheaper than most existing fossil- and nuclear-fueled electricity within the next three-to-five years. We believe selectively investing in operators with scale and cost advantages in this sector should be rewarding given the increasing demand for clean energy.
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News
Aug 14, 2020

Business Insider: Shifting from Post Pandemic Tech Themes into ‘Real Companies’

Business Insider recently spoke with Jim Callinan about how he is managing the Osterweis Emerging Opportunity Fund with a focus on companies that he believes can thrive in the evolving economic environment.
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Blog
Aug 6, 2020

Total Return Perspectives: July 2020

Monetary stimulus continued to dominate in July, as both risk assets and Treasuries performed well. Despite the resurgence of Covid-19 and the expiration of enhanced unemployment benefits, the market remained stable due to ongoing support from the Federal Reserve.
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Podcast
Jul 22, 2020

Money Life with Chuck Jaffe: Interview with Larry Cordisco

Listen to Larry Cordisco's recent interview on the podcast “Money Life with Chuck Jaffe," where he discusses the effects of Covid-19 on the market and a couple of stocks he feels will fare well in this environment.
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Blog
Jul 8, 2020

Steepening the (Adoption) Curve: Covid-19 and Digital Transformation

In the era of social distancing, technology has become even more integrated into our personal and professional lives. We believe this trend will persist even after the pandemic passes, and we expect it will particularly benefit firms that support remote working arrangements and eCommerce, two areas where we anticipate accelerating adoption and sustained growth.
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Blog
Jul 7, 2020

Press Release: Osterweis Total Return Fund Receives Five Star Morningstar Rating

The fund was rated over the past 3-years and overall against 289 funds in the nontraditional bond category, based on total returns as of May 31, 2020.
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Blog
Jul 6, 2020

Total Return Perspectives: June 2020

Fiscal and monetary stimulus have continued to provide stability to markets. Fundamental valuations seem to have decoupled from market levels as reopenings reverse and Covid-19 cases seem to be rising more rapidly.
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Blog
Jun 29, 2020

Press Release: Osterweis Emerging Opportunity Fund Receives Five Star Morningstar Rating

The fund was rated over the past 3 years and overall against 583 funds in the small cap growth category based on total returns, as of May 31, 2020.
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Blog
Jun 11, 2020

Weathering the Storm: Data Shows Consumers Are Holding Up Better Than Expected

According to Daniel Oh, remittance data for asset-backed securities suggests borrowers have embraced Covid-19 assistance programs, mitigating the initial impact of the downturn. However, if the recovery is slow he expects delinquencies and charge-offs to increase.
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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.

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.

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.