Osterweis Funds(3)

Two Streams of Returns

Osterweis Strategic Income Fund

US> Small-Cap > Core

Nov 20, 2006

When developing its strategy, the Osterweis Strategic Income Fund, started with the premise of managing money with no restraints. It identified two consecutive cycles, and to capitalize on both of them, the fund emphasized the ability to switch between investment grade and high yield bonds – two asset classes that are usually considered mutually exclusive. The manager Carl Kaufman also believes in equity-like analysis and in going beyond the charts and the quotes.

Unconstrained but Strategic

Osterweis Strategic Income Fund

US> Small-Cap > Core

Nov 07, 2016

Strategic investors tend to be comfortable with avoiding market exposure in unfavorable conditions, when cash emerges as a tactical asset. Carl Kaufman, portfolio manager of the Osterweis Strategic Income Fund, explains how his team follows an absolute return mandate with an unconstrained approach, staying defensive when investing in the markets is not rewarding enough.

A Flexible Portfolio for All Seasons

Osterweis Strategic Investment Fund

US> Large-Cap > Growth

Mar 16, 2018

In today’s style-driven investment landscape, the Osterweis Strategic Investment Fund is a rarity. John Osterweis and his team have created a highly flexible balanced portfolio that is able to pursue attractive opportunities in all market conditions. They can move their equity allocation from 75% to 25%, and they can purchase high yield or investment grade bonds with the remainder. The fund is essentially a one-stop shop for investors seeking dynamic diversification and hedged equity exposure.