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  • Insights
    • 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
    • The Risk of Playing It Safe
    • Osterweis Strategic Income Fund Featured in Kiplinger
    • Sector Rotation: The Cornerstone of Our Investment Grade Strategy
    • Osterweis Strategic Income Fund Named Best Multi-Sector Income Fund (3-year category) in the 2023 Refinitiv Lipper Fund Awards
    • Bloomberg: "A Top Bond Manager Says Fed Would Be Wrong to Boost Hike Pace"
    • Sustainable Investing: Opportunistically Managing Risk
    • Small Cap Growth Investing Across Market Cycles
    • Unexpected Risks and Opportunities from the Inverted Yield Curve
    • The Elephant in the Room
    • Things Are Getting Sticky. Prices Always Have Been.
    • Quiet Quitting? Quiet Firing? More Like Quiet Retiring
    • Back to the Future: Traveling in Time to Navigate Today’s Markets
    • Dividend Growth Stocks and High Yield Bonds: An Innovative Approach to Generating Investment Income
    • 20 Years of Common Sense Investing: Our Top 5 Principles
    • Navigating Short-Term Dislocation Through Long-Term Thinking
    • The Fed Has a Third Mandate, and the Market Has a New Imaginary Friend
    • Fundamentally Challenged or Fundamentally Cheap? Bargain Hunting in a Down Market
    • Short-Term Investing with a Long-Term Perspective
    • Inflation vs. Stagflation: A Distinction Without a Difference?
    • Kiplinger: The Osterweis Strategic Income Fund is Discussed in this Field Guide to Income Investment Opportunities
    • Market Perspectives: Our Latest Thoughts on Ukraine
    • Strategic Income Fund: Built to Withstand Challenging Markets
    • In Search of Upside: Finding Opportunities in Small Cap Growth
    • Is the Fed Ignoring Its Own Inflation Data?
    • Investment Grade Credit Midyear Report: A Challenging First Half, but Opportunities Remain
    • Why Secular Growth Matters, and How We Find It
    • Inflation in 2021: Why It Could Be Different This Time
    • Price Makers, Share Gainers, and Compounding Machines: Three Quality Business Models
    • In a Speculative Market, Focus on Fundamentals
    • 2021 IG Outlook: Despite Headwinds, a Path Forward Exists
    • Back to (the New) Normal: Five Secular Growth Trends for 2021
    • The Case for Waste: Finding Growth in Garbage
    • Osterweis Total Return Fund Ranked #1 in Nontraditional Bond Category by US News & World Report
    • Is the Bond Market as Disconnected from Reality as the Stock Market? – Insider’s Forum Panel Recap
    • Investment Grade Credit Update: An Exceptionally Eventful Year That Has Created Opportunities
    • A Bright Future for Renewables: Lower Costs and Rising Demand
    • Steepening the (Adoption) Curve: Covid-19 and Digital Transformation
    • Weathering the Storm: Data Shows Consumers Are Holding Up Better Than Expected
    • The Plumbing Clogged, but Do Not Throw Out the Baby With the Bath Water
    • Lesson from Kraft Heinz Downgrade: Bondholders Beware
    • 2020 Investment Grade Credit Outlook: Take a Scalpel, Not an Axe
    • Negative Rates in the U.S.? We Don’t Think So
    • When Evaluating Venture-Backed Initial Public Offerings, Patience Is a Virtue
    • Aligned Incentives: Our Key to Navigating the Diverse High Yield Market
    • Investment Grade Credit Report: An Impressive First Half
    • Convertible Bonds: An Underappreciated Source of Alpha
    • Catching the Wave: Why Secular Growth Matters
    • A Contrarian View: Now Is Still the Time to Invest in Growth
    • Don’t Believe the Hype: An Inverted Yield Curve Does Not Guarantee a Recession
    • A New Paradigm for Stocks: Digital vs. Decline, Not Growth vs. Value
    • Not as BBBad as You’ve Heard – Despite Negative Headlines, We Do Not Anticipate a Wave of Downgrades
    • U.S. Consumers Poised to Drive Demand in 2019: Which Companies Can Capitalize?
    • A Contrarian View: Now Is the Time to Invest in Growth
    • Leveraged Buyouts: Risks May Lurk Beneath the Surface of These Popular Deals
    • The Case for Concentrated Portfolios
    • Finding Growth in Unexpected Places: Cyclical Industries
    • MedTech Disruptors: Combining Better Patient Outcomes with Direct-to-Consumer Marketing
  • Outlooks
    • First Quarter Growth & Income Outlook
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    • First Quarter Strategic Income Outlook
    • First Quarter Total Return Outlook
    • Fourth Quarter Equity Outlook
    • Fourth Quarter Growth & Income Outlook
    • Fourth Quarter Total Return Outlook
    • Fourth Quarter Strategic Income Outlook
    • Third Quarter Growth & Income Outlook
    • Third Quarter Equity Outlook
    • Third Quarter Total Return Outlook
    • Third Quarter Strategic Income Outlook
    • Second Quarter Growth & Income Outlook
    • Second Quarter Total Return Outlook
    • Second Quarter Equity Outlook
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    • Team
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      • John Osterweis
      • Carl Kaufman
      • Gregory Hermanski
      • Nael Fakhry
      • James Callinan
      • Bradley Kane
      • Thomas Davidson
      • Adam Slavin
      • Shawn Eubanks
      • Mark Schug
      • Amy Jeang, CFA
      • Christopher Zand, J.D., CFP®
      • Sharon Sintchak
      • Michelle Swager
      • Catherine Halberstadt
      • John Tavernetti
      • Bill Ginchereau
      • Kim Tagle, CPA
      • Matthew Unger
      • Megan Stermer
      • Sean Ryan
      • Tyler Voss
      • Dorothy Militar
      • Bryan Wong
      • Mary Chang, CFA
      • Craig Manchuck
      • Eddy Vataru
      • John Sheehan
      • Daniel Oh
      • Gigi Shum
      • Brant Martin
      • Venk Reddy
      • Marcus Moore
      • Leo Balambao Jr.
      • Erik Welke
      • Kara Formanek
      • Melinda Storrs
      • Jamie Wolf
      • Nick Rivelli
      • Caroline Allen
  • Video
    • Video: October 11 Webinar Replay - Osterweis Strategic Income Fund Q3 Update
    • Video: Bloomberg TV: John Sheehan Interview
    • Video: Replay - Investment Grade Fixed Income Town Hall
    • Video: January 26 Webinar Replay - Osterweis Fund and Osterweis Growth & Income Fund Q4 Update
    • Video: January 5 Webinar Replay - Welcome Back, Income.
    • Video: Replay - Taking the Long View: Why Inflation Today Could Boost Bonds Tomorrow
    • Video: Replay - ESG Isn't What You Think It Is
    • Video: Venk Reddy: Is ESG a strategy?
    • Video: Venk Reddy: How do you engage with management teams?
    • Video: Venk Reddy: How do you look at ESG in Fixed Income?
    • Video: Webinar Replay - A Roadmap for Fixed Income Investing in a Pandemic Economy
  • Audio
  • Podcast
    • 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 Venk Reddy
    • Podcast: Money Life with Chuck Jaffe: Interview with Eddy Vataru August 2022
    • Podcast: Money Life with Chuck Jaffe: Interview with Eddy Vataru February 2022
    • Podcast: Orion's Weighing Machine Podcast: Interview with Carl Kaufman
    • Podcast: Deconstructing Alpha: Interview with Carl Kaufman
    • Podcast: Money Life with Chuck Jaffe: Interview with Eddy Vataru June 2021
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  • Mutual Funds
    • Emerging Opportunity Fund
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    • Strategic Income Fund
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    • Short Duration Credit Fund
    • Total Return Fund
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  • Managed Accounts
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