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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. Tactics for Combating Low Bond Yields

    Dividend-paying stocks and preferreds, lower-quality bonds, and stable-value funds top readers' lists of investments for a yield-starved environment.

  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. 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 ...

  7. Fund Times: Royce Reopens Small-Cap Funds

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

  8. Echoes of 2007 for U.S. Equity Funds

    Average debt/capital ratios are returning to precrisis levels.

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