Spotlight

New
Video

April 2 Teleconference REPLAY - Osterweis Strategic Income Fund Q1 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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New
Outlook

April Strategic Income Outlook

Although the coronavirus situation has triggered a breathtaking market selloff, we feel it is essential to keep calm during this challenging period. In our view the worst of the effects are transitory, and we are using the opportunity to add quality positions at attractive valuations.

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New
Webinar

April 28 Webinar: Osterweis Fund & Osterweis Strategic Investment Fund Q1 Update

Join John Osterweis, Larry Cordisco, and Greg Hermanski at 10 a.m. Pacific, when they will discuss the portfolio related to the recent market volatility and provide updates on the Osterweis Fund and Osterweis Strategic Investment Fund.

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New
News

OSTIX Coronavirus Update - March 23, 2020

The Osterweis Strategic Income Team recently provided an update to shareholders related to the coronavirus and market volatility.

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New
Outlook

April Total Return Outlook

The global spread of Covid-19 triggered an historic selloff during the first quarter that upended the investment grade landscape, and we are now seeing very compelling opportunities in both corporates and agency mortgages.

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Blog

Press Release: Osterweis Total Return Fund Celebrates 3-Year Anniversary

The fund’s Sharpe Ratio is in the top 1% of its Core Fixed Income Lipper peer group.
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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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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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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.