Skip to Content
  • Mutual Funds Login
  • Private Client Login
  • Contact
  • Search
Osterweis Capital Management
  • Mutual Funds

    Osterweis Funds

    • Opportunity Fund
      Formerly the Emerging Opportunity Fund
    • Osterweis Fund
    • Growth & Income Fund
    • Strategic Income Fund
    • Mutual Fund Performance
    • Literature
    • Applications & Forms
    • Regulatory Reports
    • Tax Center
    Updates

    Osterweis Insights

    Learn more about how our portfolio managers approach investing.
  • Managed Accounts

    Managed Accounts

    • Core Equity
    • Strategic Income
    • Small Cap Growth
    • Growth & Income
    • Flexible Balanced
    Perspective

    A Differentiated Approach to Small Cap Growth

    Keep Reading
  • Insights

    Insights

    • PerspectivesNewsOutlooksPodcastsVideos
    Perspective

    The Benefits of a Flexible Core

    Keep Reading
  • Private Client

    Private Client

    Osterweis Private Client is focused on helping high net worth individuals and families meet their long-term financial goals and build lasting legacies.

    Visit the Private Client Site
    Visit the Osterweis Private Client site
  • Our Firm

    Our Firm

    • About Osterweis
    • Firm Philosophy
    • History
    • Team
      • Executive Team
      • Investment Team
      • Client Relations Team
      • Operations & Technology Team
  • Mutual Funds Login
  • Private Client Login
  • Contact
  • Search
  • Share
  • Print

Regulatory Reports

Opportunity Fund (OSTGX)

Document
Summary Prospectus
Prospectus
SAI
Proxy
Document
Holdings FYQ1
Holdings FYQ3
Document
Annual Report
Semi-Annual Report
Financial Statements & Other Info

Osterweis Fund (OSTFX)

Document
Summary Prospectus
Prospectus
SAI
Proxy
Document
Holdings FYQ1
Holdings FYQ3
Document
Annual Report
Semi-Annual Report
Financial Statements & Other Info

Strategic Income Fund (OSTIX)

Document
Summary Prospectus
Prospectus
SAI
Proxy
Document
Holdings FYQ1
Holdings FYQ3
Document
Annual Report
Semi-Annual Report
Financial Statements & Other Info

Growth & Income Fund (OSTVX)

Document
Summary Prospectus
Prospectus
SAI
Proxy
Document
Holdings FYQ1
Holdings FYQ3
Document
Annual Report
Semi-Annual Report
Financial Statements & Other Info

Connect with Us

Subscribe to get our most recent outlooks and fund updates and receive invitations to our webinars, right in your inbox.

Subscribe
  • Mutual Funds
    • Opportunity Fund
    • Osterweis Fund
    • Growth & Income Fund
    • Strategic Income Fund
    • Mutual Fund Performance
    • Literature
    • Applications & Forms
    • Tax Center
  • Managed Accounts
    • Core Equity
    • Strategic Income
    • Small Cap Growth
    • Growth & Income
    • Flexible Balanced
  • Insights
    • Perspectives
    • News
    • Outlooks
    • Podcasts
    • Videos
  • Our Firm
    • About Osterweis
    • Firm Philosophy
    • History
    • Team
Contact Us
Financial Advisors & Institutions
(800) 700-3316
Email
Osterweis Fund Investors
(866) 236-0050
Email
Private Client Services
(415) 434-4441
Email
Follow Us
  • Glossary
  • Terms & Conditions
  • Privacy Notice
  • Form CRS
Back to Top

Stay Up To Date Via Email

Get our most recent outlooks and fund updates and receive invitations to our webinars, right in your inbox. Fields marked with an * are required.

OCM Email

We use cookies to make your experience of our website better. We need to ask for your consent to set these cookies. Please note that if you keep browsing this website without electing an option, your consent is deemed to be given.

By clicking "agree" or continuing to browse this website without electing an option, you are also accepting our Privacy Policy.

Cancel