Spotlight

New
Webinar

October 11 Webinar: Osterweis Strategic Income Fund Q3 Update

Join Carl Kaufman, Craig Manchuck, and Bradley Kane at 10 a.m. Pacific, when they will provide updates on the Osterweis Strategic Income Fund.

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New
Video

CNBC: Larry Cordisco Discusses Opportunities in Tech

Watch CNBC’s interview with Larry Cordisco, Co-CIO for Core Equity, who discusses the tech sector and where he is looking for opportunities.

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New
News

Kiplinger: 5 Stocks Making the Most of Supply-Chain Issues

Companies are changing how they do business as a result of global supply chain issues, moving more towards deglobalization. This Kiplinger article quotes Larry Cordisco, who discusses Ametek (AME) and Lincoln Electric (LECU) as two examples of this trend.
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New
Podcast

Money Life with Chuck Jaffe: Interview with Eddy Vataru

Listen to Eddy’s August 25, 2022 interview on the “Money Life with Chuck Jaffe” podcast to hear his thoughts on the Fed’s response to inflation and if there is likely to be a soft landing.

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New
Webinar

October 25 Webinar: Osterweis Fund and Osterweis Growth & Income Fund Q3 Update

Join John Osterweis, Larry Cordisco, and team at 10 a.m. Pacific, when they will provide updates on the Osterweis Fund and Osterweis Growth & Income Fund.

Register Now
Video

Webinar Replay - The Great Normalization: Managing Equities in a Highly Fluid Market

If you were unable to join Larry Cordisco’s webinar on The Great Normalization: Managing Equities in a Highly Fluid Market, you can watch a replay to hear him answer the question: “What is normal?” in equity markets and the economy.

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Outlook

Third Quarter Equity Outlook

Equity markets have struggled so far in 2022, but in our view the declines are largely due to “The Great Normalization” – the unwinding of the Covid economy that was defined by excess liquidity, unusually high demand, and extremely low interest rates.
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Outlook

Third Quarter Total Return Outlook

Despite the Fed’s aggressive tightening policy, we think inflation still has a ways to run, though we remain cautiously optimistic about the economy.
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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 sixty 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.

The Morningstar Rating™ for funds, or “star rating,” is calculated for mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product’s monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period has the greatest impact because it is included in all three rating periods.

Morningstar Rankings represent a fund’s total-return percentile rank relative to all funds that have the same Morningstar Category. The highest percentile rank is 1 and the lowest is 100. It is based on Morningstar total return, which includes both income and capital gains or losses and is not adjusted for sales charges or redemption fees. Past performance does not guarantee future results.

© 2022 Morningstar. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.