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
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
Eddy Vataru Featured on Bloomberg Radio

Listen to a recent interview where Eddy Vataru discusses his thoughts on the economy as well as the impact of the yield curve and negative interest rates globally.

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

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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.

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