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Osterweis




Osterweis Capital Management is an investment adviser founded in 1983 by John S. Osterweis objective is to serve the portfolio management needs of high net worth individuals.OCM is privately held by several employees of the firm and 2 outside directors.
 
The Funds are categorized in 2 different classes.The Osterweis Funds whichseeks to attain long-term total returns. The Fund invests primarily in common stocks of companies that the Osterweis Capital Management investment team believes offer superior investment value.  In selecting investments, the investment team focuses on companies that it believes to be undervalued or otherwise out-of-favor in the market, but that have attractive growth prospects. The principle risks arises when the stock market goes down in response to an unforeseen event and stocks in the Fund's portfolio may not increase their earnings at the rate anticipated.
 
The Osterweis Strategic Income Funds seeks to preserve capital and attain long-term total returns through a combination of current income and moderate capital appreciation. It invests primarily in income bearing securities, including a wide range of debt and dividend paying equity securities. They will adjust the allocation of the Fund's assets among these securities as dictated by changes in interest rates as well as the overall economic environment The risks arises when interest rates go up causing bond prices to fall, the issuer of a fixed income security held by the Fund may fail to make timely payments of   interest or principal, particularly the issuers of below investment grade securities, stocks in the Fund's portfolio may not increase their earnings at the rate anticipated, foreign securities may be less liquid and more volatile than domestic securities and the value of the Fund's shares may fluctuate more than shares of a mutual fund that invests in a broader range of issues. 

As an independently owned firm, OCM enjoys the autonomy necessary to keep its clients' interests at the forefront.

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