General Info

Founded in 1983, Osterweis Capital Management serves the portfolio management needs of individuals, foundations, endowments and institutions. It provides investment management services through various products, including individually managed portfolios and mutual funds that include The Osterweis Fund and The Osterweis Strategic Income Fund. Osterweis Capital Management is an investment adviser registered with the U.S. Securities and Exchange Commission. Its product, The Osterweis Fund, is an equity mutual fund for people seeking to attain long-term total returns. Osterweis Capital Management s product, The Osterweis Strategic Income Fund, is a fixed income mutual fund for those seeking capital preservation through a combination of current income and capital appreciation.