Osterweis Strategic Income Fund (OSTIX)

Overview

Osterweis Capital Management, LLC operates as a fund that primarily focuses on investing in income-bearing securities. The fund is managed by employing a strategic approach, which involves a diversified investment across a broad spectrum of fixed income securities varying in both credit qualities and maturities. Osterweis Capital Management, LLC aims to mitigate risks associated with their investments through a comprehensive analysis process. This process includes rigorous credit analysis, economic analysis, forecasts of interest rates, and reviewing sector trends. The firm does not adhere to any specific duration or credit quality targets, allowing for flexibility in their investment strategy to adapt to changing market conditions.

Products and Services

• Income Bearing Securities Investment - The core product offering involves investment in securities that are expected to generate income. This includes a wide variety of fixed income securities, such as bonds and debentures, which provide regular income through interest payments. The firm's strategic approach to selecting these securities aims to offer investors a steady income stream while attempting to preserve capital.

• Risk Management Services - As part of its service offerings, Osterweis Capital Management, LLC provides risk management services designed to protect investments from various market risks. This is achieved through their rigorous analysis process, which includes credit analysis of issuers to assess the likelihood of default, economic analysis to anticipate macroeconomic trends that might affect investments, interest rate forecasts to understand potential changes in the investment landscape, and sector trend review to identify opportunities and threats within specific market segments.