49 insights

Blog
New
Jul 8, 2020

Steepening the (Adoption) Curve: Covid-19 and Digital Transformation

In the era of social distancing, technology has become even more integrated into our personal and professional lives. We believe this trend will persist even after the pandemic passes, and we expect it will particularly benefit firms that support remote working arrangements and eCommerce, two areas where we anticipate accelerating adoption and sustained growth.
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Blog
New
Jul 7, 2020

Press Release: Osterweis Total Return Fund Receives Five Star Morningstar Rating

The fund was rated over the past 3-years and overall against 289 funds in the nontraditional bond category, based on total returns as of May 31, 2020.
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Blog
New
Jul 6, 2020

Total Return Perspectives: June 2020

Fiscal and monetary stimulus have continued to provide stability to markets. Fundamental valuations seem to have decoupled from market levels as reopenings reverse and Covid-19 cases seem to be rising more rapidly.
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Blog
New
Jun 29, 2020

Press Release: Osterweis Emerging Opportunity Fund Receives Five Star Morningstar Rating

The fund was rated over the past 3 years and overall against 583 funds in the small cap growth category based on total returns, as of May 31, 2020.
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Blog
New
Jun 11, 2020

Weathering the Storm: Data Shows Consumers Are Holding Up Better Than Expected

According to Daniel Oh, remittance data for asset-backed securities suggests borrowers have embraced Covid-19 assistance programs, mitigating the initial impact of the downturn. However, if the recovery is slow he expects delinquencies and charge-offs to increase.
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Blog
Jun 2, 2020

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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Video
May 27, 2020

Webinar Replay - Managing Downside Risk in a Volatile Market

If you were unable to join the webinar: Managing Downside Risk in a Volatile Market, during which Larry Cordisco and John Osterweis discussed their perspectives on managing the risk in the a volatile market, you can now watch the replay.
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Video
May 11, 2020

Webinar Replay - A Roadmap for Fixed Income Investing in a Pandemic Economy

If you were unable to join Eddy Vataru when he recapped the fixed income landscape since the 2008 financial crisis and outlined a framework for assessing the risks and opportunities within investment grade bonds in the current market environment, you can watch the replay here.
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Blog
May 5, 2020

Total Return Perspectives: April 2020

While fiscal and monetary stimulus have stabilized markets, we believe continued economic weakness will stunt the performance of risk assets.
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Video
May 3, 2020

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
Apr 30, 2020

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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Podcast
Apr 21, 2020

Money Life with Chuck Jaffe: Interview with Eddy Vataru

Listen to Eddy’s interview on the “Money Life with Chuck Jaffe” to hear his thoughts on fixed income investing during the pandemic economy. The coronavirus has put such a big wrench in the markets that it's forcing investors to reconsider their entire playbook
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Outlook
Apr 16, 2020

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
Apr 6, 2020

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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Video
Apr 3, 2020

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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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.

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.

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.