News & Updates
In The Press
| Secular Growth is Key to Delivering Alpha | |
| A recent Business Insider profile of Jim Callinan describes his investment philosophy, which focuses on handpicking firms that can capitalize on untapped secular growth trends – structural economic changes that create a sustainable surge in demand. |
July 2019 |
| Litman Gregory Annual Fund Review | |
| Read Litman Gregory’s annual review of the Osterweis Strategic Income Fund. |
May 2019 |
| Bond Fund Intelligence: Osterweis Total Return’s Vataru Stays Flexibile | |
| Bond Fund Intelligence recently interviewed Eddy Vataru to discuss his Total Return strategy, which uses a flexible combination of security selection, sector rotation, and duration hedging to generate returns. |
April 2019 |
| Barron’s: A Stockpicker on How to Ride the Curve of Small-Cap Growth | |
| Barron’s interviewed Jim Callinan to get his thoughts on the small-cap growth segment and some of his favorite stocks. |
December 2018 |
| The Bottom Line: How to Invest Now in the Face of Trade Wars and Inflation | |
| The Bottom Line Personal recently interviewed John Osterweis to get his thoughts around selecting stocks and investing in the current market environment. |
October 2018 |
| Mutual Fund Observer: Elevator Talk with Jim Callinan | |
| In this detailed profile of the Emerging Opportunity Fund, portfolio manager Jim Callinan explains why investors should consider adding his small cap growth fund to their portfolios. |
August 2018 |
| Zacks Investment Research: Strategic Income Fund Designated a Strong Buy | |
| The recommendation is their highest ranking and is based on several factors. |
August 2018 |
| New York Times: John Osterweis Discusses Investing In the Era of Tariffs | |
| In this NYT article, our chief investment officer suggests strategies that limit exposure to the ongoing tariff disputes. |
August 2018 |
| Advisor Perspectives: Threading the Needle | |
| Carl Kaufman Discusses How the Osterweis Strategic Income Fund has continued to thrive in today’s challenging fixed income market. |
June 2018 |
| Ticker: A Flexible Portfolio for All Seasons | |
| Read about how the Osterweis Strategic Investment Fund provides a one-stop shop for investors. |
April 2018 |
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.
