Osterweis Opportunity Fund (OSTGX)
Could your clients benefit from small cap growth exposure?
Learn more about OSTGX below or request a meeting.
What is a Small Cap Growth Fund?
In this primer we define small cap growth funds, provide practical suggestions on how to invest in them, and explain why we believe they are a strategically important asset class.
Morningstar Prospects List: Osterweis Opportunity Fund Profile
Morningstar recently published a profile on the Osterweis Opportunity Fund (OSTGX) in its prospects list. The profile delves into the team's wealth of experience and their bold approach to investing.
Forbes: This Veteran Stock Picker Beats the Market Following These Strict Rules
How has our small cap growth-focused Osterweis Opportunity Fund beat the market? Read a Forbes Daily Cover article to find out about the team’s disciplined valuation approach and why it has served them well over the years.
What Is Small Cap Growth?
In this video, Bryan Wong, Portfolio Manager for the Osterweis Opportunity Fund, explains how we define small cap growth and why we believe it is a core asset class.
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.
The Osterweis Opportunity Fund may invest in unseasoned companies, which involve additional risks such as abrupt or erratic price movements. The Fund may invest in small and mid-sized companies, which may involve greater volatility than large-sized companies. The Fund may invest in IPOs and unseasoned companies that are in the early stages of their development and may pose more risk compared to more established companies. The Fund may invest in ETFs, which involve risks that do not apply to conventional funds. Higher turnover rates may result in increased transaction costs, which could impact performance. From time to time, the Fund may have concentrated positions in one or more sectors subjecting the Fund to sector emphasis risk. The Fund may invest in foreign and emerging market securities, which involve greater volatility and political, economic and currency risks and differences in accounting methods. These risks may increase for emerging markets.
Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC. [OCMI-701198-2025-03-10]