Osterweis Strategic Income is a unique high-yield offering with a strong risk-adjusted return profile, particularly over the longer term. However, the experienced management team lacks support and the process, while differentiated, has yet to demonstrate an edge. The strategy earns a Morningstar Analyst Rating of Neutral.
Will OSTIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OSTIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the OSTIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of OSTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.