Osterweis Opportunity Fund
OSTGX
NASDAQ
Rating
Reward
Risk
Fund Information
Fund Type
Category
Sub-Category
Prospectus Objective
Inception Date
Open/Closed to New Investors
Minimum Initial Investment
Minimum Subsequent Investment
Front End Fee
Back End Fee
Asset Allocation
Cash
Stock
U.S. Stock
Non U.S. Stock
Bond
U.S. Bond
Non-U.S. Bond
Preferred
Convertible
Other
Services Offered
Top Holdings
Similar Funds
Performance
Beta
7-Day Total Return
30-Day Total Return
60-Day Total Return
90-Day Total Return
Year to Date Total Return
1-Year Total Return
2-Year Total Return
3-Year Total Return
5-Year Total Return
Last Bull Market Total Return
Last Bear Market Total Return
Forward Dividend Yield
Price
1-Month Low
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1-Month High
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52-Week Low
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52-Week High
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NAV
1-Month Low
1-Month High
52-Week Low
52-Week High
Company Information
Provider
Osterweis
Manager/Tenure
(Years)
(Years)
Jim Callinan (8), Matt Unger (3), Bryan Wong (3)
Website
Address
One Maritime Plaza
San Francisco CA - 94111
San Francisco CA - 94111
Country
United States
Phone Number
866-236-0050
Investment Strategy
The investment seeks long-term capital appreciation. The fund invests primarily in the common stocks of companies that the Adviser believes should experience strong revenue growth and rising profits. The fund’s investments in any one sector may exceed 25% of its net assets. As of March 31, 2024, over 25% of the fund’s assets were invested in securities within the health care sector.