Spotlight

Blog

The Plumbing Clogged, but Do Not Throw Out the Baby With the Bath Water

According to John Sheehan, the recent selloff in Investment Grade fixed income was exacerbated by technical factors. In his view, regulatory changes implemented after the 2008 crisis removed a critical shock absorbing mechanism that caused spreads to spike.
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Video

TD Ameritrade: Craig Manchuck Interview

Watch TD Ameritrade’s interview with Craig Manchuck, Portfolio Manager of the Osterweis Strategic Income Fund, who discusses takeaways from market volatility levels.

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Video

April 28 Webinar REPLAY - Osterweis Fund & Osterweis Strategic Investment Fund Q1 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

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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Blog

Total Return Perspectives: May 2020

Fiscal and monetary stimulus have stabilized markets. Looking ahead we believe risk assets could continue to outperform Treasuries despite potentially weak economic data, largely due to Fed purchases.
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Outlook

April Equity Outlook

Covid-19 sent shockwaves through the market in the first quarter. While the correction was painful, we expect that strong companies will emerge from the slowdown stronger, and we have been buying industry leading firms at what we believe are exceptional prices.

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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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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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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 $5.3 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.