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Osterweis Strategic Income Fund OSTIX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Osterweis Investment Hub

Morningstar’s Analysis OSTIX

Will OSTIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    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.

  • People Pillar

    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.

  • Parent Pillar

    The Parent Pillar is our rating of OSTIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A unique offering but with limited resources.

Associate Analyst River Meng

River Meng

Associate Analyst

Summary

Osterweis Strategic Income’s unique and flexible mandate has delivered strong risk-adjusted returns compared with its high-yield bond peers, but its small team courts significant key-person risk that gives us pause.

by River Meng
Rated on Published on

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