History
Since its launch in 1983, Osterweis has thoughtfully and deliberately expanded its services to meet client needs.
| Year | Event |
|---|---|
| 1983 | OCM founded |
| 1989 | Short strategy launched (concluded in 2010) |
| 1993 | Osterweis Fund (OSTFX) launched |
| 1997 | Long/Short strategy launched (concluded in 2012) |
| 2002 | Fixed Income Team established Osterweis Strategic Income Fund (OSTIX) launched |
| 2010 | Osterweis Strategic Investment Fund (OSTVX) launched |
| 2012 | Osterweis Institutional Equity Fund (OSTEX) launched (concluded in 2017) |
| 2016 | Emerging Growth strategy launched |
| 2016 | Emerging Opportunity Fund (OSTGX) launched |
| 2016 | Total Return Fund (OSTRX) & strategy launched (concluded in 2023) |
| 2021 | Osterweis Strategic Investment Fund renamed to Osterweis Growth & Income Fund (OSTVX) |
| 2022 | Sustainable Credit funds (ZEOIX & ZSRIX) and strategies launched (concluded in 2023) |
| 2024 | Osterweis Emerging Opportunity Fund renamed to Osterweis Opportunity Fund (OSTGX) |
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.
