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Osterweis Capital Management
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      Formerly the Emerging Opportunity Fund
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    Perspective

    A Differentiated Approach to Small Cap Growth

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    Perspective

    The Benefits of a Flexible Core

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  • Mutual Funds
    • Opportunity Fund
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  • Managed Accounts
    • Core Equity
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  • Insights
    • What is a Small Cap Growth Fund?
    • The Benefits of a Flexible Core
    • TheStreet: $177 million fund manager picks three blue chip stocks
    • The Case for Health Care: A Double Dose of Cyclical and Secular Growth
    • Active Pays in Small Cap Growth
    • Patience Pays: Leaning Into the Inverted Yield Curve
    • Are Investors Walking a Tightrope with the Mag 7?
    • Cash from Trash: Renewable Natural Gas
    • A Differentiated Approach to Small Cap Growth
    • A Single Source for Both Income and Capital Appreciation?
    • TheStreet: Money manager says you should consider these 3 small-cap growth stocks
    • Artificial Intelligence: A Seismic Secular Growth Opportunity
    • Focus on Dividend Growth, Not Dividend Yield
    • Morningstar Features Insights from Carl Kaufman
    • Osterweis Strategic Income Fund Named Best Multi-Sector Income Fund (3-year category) in the 2023 Refinitiv Lipper Fund Awards
    • Small Cap Growth Investing Across Market Cycles
    • Dividend Growth Stocks and High Yield Bonds: An Innovative Approach to Generating Investment Income
    • 20+ Years of Common Sense Investing: Our Top 5 Principles
    • Kiplinger: The Osterweis Strategic Income Fund is Discussed in this Field Guide to Income Investment Opportunities
    • Strategic Income Fund: Built to Withstand Challenging Markets
    • In Search of Upside: Finding Opportunities in Small Cap Growth
    • Why Secular Growth Matters, and How We Find It
    • Price Makers, Share Gainers, and Compounding Machines: Three Quality Business Models
    • In a Speculative Market, Focus on Fundamentals
    • The Case for Waste: Finding Growth in Garbage
    • When Evaluating Venture-Backed Initial Public Offerings, Patience Is a Virtue
    • Aligned Incentives: Our Key to Navigating the Diverse High Yield Market
    • Convertible Bonds: An Underappreciated Source of Alpha
    • Catching the Wave: Why Secular Growth Matters
    • A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value
    • A Contrarian View: Now Is the Time to Invest in Growth
    • Leveraged Buyouts: Risks May Lurk Beneath the Surface of These Popular Deals
  • Outlooks
    • First Quarter Growth & Income Outlook
    • First Quarter Equity Outlook
    • First Quarter Strategic Income Outlook
    • Fourth Quarter Equity Outlook
    • Fourth Quarter Growth & Income Outlook
    • Fourth Quarter Strategic Income Outlook
    • Third Quarter Growth & Income Outlook
    • Third Quarter Equity Outlook
    • Third Quarter Strategic Income Outlook
    • Second Quarter Growth & Income Outlook
    • Second Quarter Equity Outlook
    • Second Quarter Strategic Income Outlook
  • Private Client
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    • Team
      • John Osterweis
      • Carl Kaufman
      • Gregory Hermanski
      • Nael Fakhry
      • James Callinan, CFA
      • Bradley Kane
      • Thomas Davidson
      • Adam Slavin
      • Shawn Eubanks
      • Mark Schug
      • Amy Jeang, CFA
      • Christopher Zand, J.D., CFP®
      • Sharon Sintchak
      • Natalie Belyea
      • Michelle Swager
      • Catherine Halberstadt
      • John Tavernetti
      • Bill Ginchereau
      • Kim Tagle, CPA
      • Matt Unger, CFA
      • Megan Stermer
      • Sean Ryan
      • Tyler Voss
      • Dorothy Militar
      • Bryan Wong, CFA
      • Mary Chang, CFA
      • Craig Manchuck
      • Brant Martin
      • Leo Balambao Jr.
      • Erik Welke
      • Kara Formanek
      • Melinda Storrs
      • Jamie Wolf, CFA
      • Caroline Allen
      • John Sheehan, CFA
      • Jasmine Shen, CFA
  • Video
    • Video: April 9 Webinar Replay - Osterweis Strategic Income Fund Q1 Update
    • Video: Rethinking the Core
    • Video: What is a Quality Growth Company?
    • Video: It's a Market of Bonds, Not a Bond Market
    • Video: John Sheehan Interviewed by InvestmentNews
    • Video: June 26 Webinar Replay - Not All High Yield is Junk
    • Video: What Is Small Cap Growth?
  • Audio
  • Podcast
    • Podcast: Bloomberg's Inside Active Podcast - Interview with Bryan Wong
    • Podcast: Money Life with Chuck Jaffe: Interview with Nael Fakhry
    • Podcast: Business Breakdowns Podcast - Interview with Nael Fakhry
    • Podcast: Money Life with Chuck Jaffe: Interview with Bryan Wong
    • Podcast: Forward Guidance Podcast - Interview with Craig Manchuck
    • Podcast: Deconstructing Alpha - Interview with Carl Kaufman: Why Income, Why Now?
    • Podcast: Orion's Weighing Machine Podcast: Interview with Carl Kaufman
    • Podcast: Deconstructing Alpha: Interview with Carl Kaufman
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  • Mutual Funds
    • Opportunity Fund
    • Osterweis Fund
    • Growth & Income Fund
    • Strategic Income Fund
    • Mutual Fund Performance
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  • Managed Accounts
    • Core Equity
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  • Our Firm
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