Venk Reddy, CIO of Sustainable Credit, and Marcus Moore, Assistant Portfolio Manager, provided a behind-the-scenes look at how sustainability factors impact creditworthiness and how you, as a fixed income investor, can make a difference with your capital.
|Fact Sheet||September 2022|
|Shareholder Letter||November 2022|
|Summary Prospectus||October 2022|
|Statutory Prospectus||October 2022|
|Statement of Additional Information||November 2022|
|Semi-Annual Report||October 2021|
|Annual Report||April 2022|
Open an Account
After reading the prospectus, please click on the links below to download an application or open an account online.
Applications & Forms
|Application - Regular Account|
Regular/Taxable accounts for Individuals, Joint or Gifts to Minors.
|Entity Application - Regular Account|
Regular/Taxable accounts for entities such as C Corporations, Partnerships, Limited Liability Companies, etc.
|Application - IRA Account|
Regular, Roth, SEP, SIMPLE, Transfer or Rollover IRA account. Please read the IRA Disclosure Statement & Custodial Agreement.
|IRA or CESA Transfer Form|
Transfer an existing IRA to the Osterweis Funds.
|Beneficiary Change Form|
Change your beneficiaries for Traditional, Roth, SEP and SIMPLE IRA’s.
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 the literature page. 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.
The Osterweis Sustainable Credit Fund may invest in debt securities that are un-rated or rated below investment grade. Lower-rated securities may present an increased possibility of default, price volatility, or illiquidity compared to higher-rated securities. Investments in debt securities typically decrease in value when interest rates rise. This risk is usually greater for longer-term debt securities. The Fund is non-diversified, meaning it concentrates its assets in fewer individual holdings than a diversified fund. The Fund may invest more than 5% of its total assets in the securities of one or more issuers. Fundamental investing that integrates sustainability factors will entail deviations from the benchmark, potentially without resulting in favorable Environmental, Social, or Governance (ESG) outcomes.
While the fund is no-load, management fees and other expenses still apply. Please refer to the prospectus for more information.
Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC.