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Osterweis Hunting for Undiscovered Quality

Osterweis Capital's Matt Berler and John Osterweis search for opportunities in 'emerging' quality companies, including a recent Brazilian stock pick.

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Dan Culloton: We hear a lot from several quarters that high-quality equity is on sale today in the market. Would you concur with that?

John Osterweis: By all means. Some of the really best companies in terms of quality, balance sheet quality, are selling cheap relative to the S&P, and we think there has been a bit of a speculative frenzy in the market coming out of the '08 debacle; low-quality stocks have really soared, and high quality has been left behind.

Dan Culloton does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.