Osterweis Growth & Income Fund (OSTVX)

Overview

The fund is an investment vehicle that focuses on capitalizing on the growth potential of companies with promising revenue and profit trajectories. Managed by an Adviser, the fund principally targets common stocks of businesses expected to benefit from strong financial performance. A distinctive feature of the fund's investment strategy is its willingness to concentrate investments in specific sectors, with the flexibility to allocate more than 25% of its net assets to a single sector. This approach is reflective of the fund's pursuit of growth opportunities, regardless of the industry. As of March 31, 2024, a significant portion of the fund's investments were in the health care sector, illustrating its strategic focus on areas with high growth prospects.

Products and Services

The fund offers a focused investment product that targets growth by investing in companies with significant revenue and profit potential. Below are the key characteristics of the fund's offerings:

• Equity Investments: The fund primarily invests in the common stocks of companies. This includes a wide range of businesses believed by the Adviser to be on the cusp of strong growth. The focus on common stocks is driven by the goal of capitalizing on stock appreciation, which can significantly impact the fund’s performance.
• Sector-Focused Investments: Unlike many investment funds that spread their investments across multiple sectors to diversify risk, this fund adopts a strategy of sector concentration. This means it may allocate a substantial portion of its net assets—over 25%—to a particular sector believed to have superior growth prospects. As of the last reporting period, the fund had a significant concentration in the health care sector, leveraging the opportunities presented by advancements in medical technologies, pharmaceuticals, and healthcare services.