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Osterweis

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  1. Berler: Rally Still Has Some Runway

    The current low-inflation, low-interest-rate environment could foster another two-plus years of double-digit total returns for investors, says Silver-rated Osterweis Fund manager Matt Berler.

  2. Osterweis Investment Outlook: Can Equities Continue Their Rise?

    Cardinal Health CAH reported good second-quarter results, and we are maintaining our fair value estimate. Revenue and earnings were both strong, as all four divisions posted double-digit earnings increases over the same quarter last year. Cardinal also announced that it has agreed to sell its ...

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

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

  4. How Morningstar Categorizes Funds

    What it does and does not do.

  5. How Morningstar Categorizes Funds

    What it does and does not do.

  6. Fund Times: Royce Reopens Small-Cap Funds

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

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