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Osterweis Strategic Income

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  1. Know How: How Extended Is Your Bond Fund?

    Four takeaways from May’s spike in yields.

  2. How Extended Is Your Bond Fund?

    Let May's yield spike be a wake-up call on duration.

  3. How Extended Is Your Bond Fund?

    Let May's yield spike be a wake-up call on duration.

  4. T. Rowe Expands Target-Date Business With New Series

    In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock makes a raft of portfolio-management changes.

  5. Are Active or Index Products Best for Bonds?

    Many Morningstar.com respondents are banking on active management to deliver the goods in the years ahead.

  6. The Case for Cash in a High-Yield Fund

    Osterweis' Carl Kaufman sees credit risk near historically low levels, but he's keeping cash in store as conditions are ripe for another correction.

  7. A Fund Firm Where Downside Is as Important as Upside

    Osterweis knows steep losses can kill a fund and tries to avoid them.

  8. Insider-Trading Investigation Stirs Fund Anxiety

    Plus, largest mid-cap value fund to close, Vanguard CIO cautions bond investors, more.

  9. Why Did My Bond Fund Lag When Treasuries Rallied?

    The answers have both short- and long-term implications.

  10. Fund Times: Royce Reopens Small-Cap Funds

    Plus, changes at Fidelity, Pax World, Osterweis, and more.

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