Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients'​ interests at the forefront.

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

Investment Management

Osterweis Capital Management

Carl Kaufman

Catherine Halberstadt

The Performance and Analytics Team at Osterweis Capital Management is responsible for evaluating and reporting on the performance of investment portfolios managed by the firm. The team conducts detailed analyses to ensure accurate performance measurement, attribution, and risk assessment. They provide critical insights that guide strategic decisions, helping to optimize investment outcomes for high net worth individuals, foundations, and endowments.

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Performance and Analytics Team

About

Team members

Other teams at Osterweis Capital Management

Leadership Team

Investment Team

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