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News
Jan 8, 2025

CNBC: How to invest $50,000 in 2025 to maximize returns with the lowest risk

Find out why CNBC recently highlighted the Osterweis Strategic Income Fund as a good fit for the current market environment.
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Perspective
Nov 15, 2024

An Opportune Time for Active Management in Small Cap Growth

Most economists agree that conditions are improving, and we believe small cap growth stocks could be the biggest beneficiary. Furthermore, it is an asset class where active managers can add substantial alpha due to less efficient markets.
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News
Sep 18, 2024

Forbes: This Veteran Stock Picker Beats the Market Following These Strict Rules

How has our small cap growth-focused Osterweis Opportunity Fund beaten the market? Read a Forbes Daily Cover article to find out about the team's disciplined valuation approach and why it has served them well over the years.
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News
Jul 29, 2024

Morningstar Prospects List: Osterweis Opportunity Fund Profile

Morningstar recently published a profile on the Osterweis Opportunity Fund (OSTGX) in its prospects list. The profile delves into the team's wealth of experience and their bold approach to investing.
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News
Jul 12, 2024

MarketWatch: Six Lessons on How to Beat the Market and Generate Income

Growth & Income Portfolio Managers Carl Kaufman and Nael Fakhry were recently featured in this MarketWatch article, where they discuss their predictions, insights, and investing lessons for the current market environment.
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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.