Osterweis Strategic Income Underperformance Update—Second Quarter 2020
The relative underperformance compared to the Agg in the first half of this year has eroded what were attractive long-term returns.
Observations from the Osterweis Strategic Income Team
The Osterweis Strategic Income team recently shared some thoughts on the high-yield bond market with us. Here is a summary of their observations.
Litman Gregory First Quarter 2018 Research Q&A
Each quarter, we address questions from clients and advisors about our investment views, long-term strategy, and current positioning. Below, we discuss ...
Our View on Questions Raised About Osterweis Strategic Income
On December 5, Morningstar released a mixed report on Osterweis Strategic Income. We believe both our own understanding of the fund’s strategy and Oster...