Spotlight

Video

January 22 Webinar REPLAY - Osterweis Fund & Osterweis Strategic Investment Fund Q4 Update

If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Fund and Osterweis Strategic Investment Fund.

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Outlook

January Total Return Outlook

2019 was an exceptional year for investment grade fixed income, but we feel it will be very difficult for IG to repeat its performance in 2020 as spreads are relatively tight and rates are likely to remain rangebound.

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Outlook

January Equity Outlook

In our latest Equity outlook, John Osterweis discusses the relationship between inflation, interest rates, and equity valuations, and he examines a few scenarios that could cause inflation to resurface.

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Outlook

January Strategic Income Outlook

The fixed income markets are priced nearly to perfection, which we feel is a bit too optimistic. In 2020 we’re expecting a reversion to more normal spreads and more differentiation among issuers.

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Blog

2020 Investment Grade Credit Outlook: Take a Scalpel, Not an Axe

2019 was an exceptional year for investment grade fixed income, but according to John Sheehan, the market is unlikely to repeat itself in 2020. He feels active portfolio management and effective credit selection will drive performance this year.
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Video

January 14 Teleconference REPLAY - Osterweis Strategic Income Fund Q4 Update

If you were unable to join our quarterly teleconference, listen to the replay to hear updates on the Osterweis Strategic Income Fund.

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Blog

When Evaluating Venture-Backed Initial Public Offerings, Patience Is a Virtue

The venture capital industry has created a robust pipeline of new public companies, but in our view discipline is the key to finding the best opportunities.
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News

Litman Gregory Annual Fund Review

Read Litman Gregory’s annual review of the Osterweis Strategic Income Fund.

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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 entering our fourth decade, we are an integrated firm with over fifty employees, managing $6.6 billion in assets.

Our clients, many of them with us for decades, know we’ve 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.