OSTFX – Osterweis Investment Strategy | Morningstar

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Strategy

The investment seeks long-term total returns. The fund invests primarily in common stocks of quality growth companies that Osterweis Capital Management, Inc. (the “Adviser”) believes offer superior investment value and opportunity for growth. It may invest in companies of any size - large, medium and small. The Adviser focuses on companies that the adviser believes to be undervalued or otherwise out-of-favor in the market, but that have sustainable competitive advantages.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
OSTFX	Osterweis Fund	No Load	Open			Oct 1, 1993	$141.64M	0.940%	Above Average	$5,000	−$23.54M

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