Spotlight

New
Video

April 11 Webinar Replay - Osterweis Strategic Income Fund Q1 Update

If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Strategic Income Fund.

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New
Perspective

Cash from Trash: Renewable Natural Gas

Innovation and growth may not be the first words that come to investors’ minds when thinking about the waste management industry, but they should be.
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Podcast

Money Life with Chuck Jaffe: Interview with Bryan Wong

Dive into small cap growth investing with Portfolio Manager Bryan Wong in his recent interview on “Money Life with Chuck Jaffe.” Hear his insights on our investment approach and some current names in the Osterweis Emerging Opportunity Fund.

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New
Outlook

Second Quarter Equity Outlook

Industry consolidation has become commonplace over the past few decades, making scale a critical factor when we evaluate which companies are best positioned to compete.
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New
Outlook

Second Quarter Strategic Income Outlook

Despite elevated interest rates, economic conditions improved throughout the first quarter, creating a favorable near- to medium-term outlook.
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Perspective

A Differentiated Approach to Small Cap Growth

As small cap growth investors, we are singularly focused on identifying exceptional companies that have the potential to “graduate” to mid- and large-cap companies. By consistently focusing on smaller companies, leveraging our experience, staying disciplined in terms of valuation, and investing only in our best ideas, we have been able to deliver consistent outperformance over time.
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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 in our fourth decade, we are an integrated firm with over sixty employees, managing in assets.

Our clients, many of them with us for decades, know we have 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 Team

Investment Team

Investment Team

Client Relations Team

Client Relations Team

Operations & Technology Team

Operations & Technology Team

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.