Spotlight

New
Webinar

April 9 Webinar: Osterweis Strategic Income Fund Q1 Update

Join Carl Kaufman, Craig Manchuck, Bradley Kane, and John Sheehan at 10 a.m. Pacific, when they will provide updates on the Osterweis Strategic Income Fund.

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New
Podcast

Bloomberg's Inside Active Podcast - Interview with Bryan Wong

Listen to an interview recorded January 21 with Bryan Wong on Bloomberg’s “Inside Active” podcast, where he discusses why evaluating small cap companies requires a disciplined and long-term approach.

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Outlook

First Quarter Equity Outlook

Equity markets are facing a variety of headwinds, but the economy remains strong, and we believe there will be ample opportunities to invest in attractively valued quality growth companies in 2025.
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New
Perspective

What is a Small Cap Growth Fund?

In this primer we define small cap growth funds, provide practical suggestions on how to invest in them, and explain why we believe they are a strategically important asset class.
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Video

Rethinking the Core

Investment grade bonds continue to struggle. In this video John Sheehan, portfolio manager for the Strategic Income Fund, explains why investors may want to consider alternatives to traditional core allocations.

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Perspective

The Benefits of a Flexible Core

Investment grade bonds have long been synonymous with a “core” fixed income allocation, but we believe a flexible strategy also belongs in most bond portfolios, as managers can adjust their exposure based on market conditions.
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An Introduction to OCM

In 1983, John Osterweis founded Osterweis Capital Management to manage assets for individuals, families, endowments, and institutions. Now in our fifth decade, we are an integrated firm with over sixty employees, managing $8.0 billion in assets.

Our clients, many of them with us for decades, know we have gotten here through an unwavering commitment to one purpose: To protect and grow our clients’ capital for the enduring security of multiple generations.

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.

The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges, and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance.

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.