In today’s style-driven investment landscape, the Osterweis Strategic Investment Fund is a rarity. John Osterweis and his team have created a highly flexible balanced portfolio that is able to pursue attractive opportunities in all market conditions. They can move their equity allocation from 75% to 25%, and they can purchase

Strategic investors tend to be comfortable with avoiding market exposure in unfavorable conditions, when cash emerges as a tactical asset. Carl Kaufman, portfolio manager of the Osterweis Strategic Income Fund, explains how his team follows an absolute return mandate with an unconstrained approach, staying defensive when investing in the markets

When developing its strategy, the Osterweis Strategic Income Fund, started with the premise of managing money with no restraints. It identified two consecutive cycles, and to capitalize on both of them, the fund emphasized the ability to switch between investment grade and high yield bonds – two asset classes that