DoubleLine Total Return Bond Fund Annual Update

The DoubleLine Total Return Bond Fund is the firm’s flagship mutual fund. It is a relatively conse ...


August 2025 Monthly Market Update

Throughout August investors were faced with mixed economic data and a steady stream of political h ...


Active ETFs: U.S. Large Cap

Active ETFs are quickly becoming the investment vehicle of choice given their liquidity, transpare ...


iMGP DBi Managed Futures Strategy ETF Due Diligence Report

Minimizing the fee and expense drag (“fee disintermediation”) allows DBi to deliver net returns to ...


iMGP Small Company Fund Due Diligence Report

Since its launch in July 2020, the iMGP Small Company Fund has evolved from a single-manager, smal ...


Portfolio Update: Manager Changes

In 2015, when we initiated an allocation to managed futures, our goal was to gain exposure to the ...


Higher Quality High Yield: Addition by Subtraction - Osterweis

High yield bonds have historically delivered attractive long-term returns, and since the Great Fin ...


July 2025 Monthly Market Update

July was an eventful month for markets, as investors balanced encouraging economic data with uncer ...


Equity Outlook: AI Continues to Boom - Osterweis

The market has continued to move higher despite policy uncertainty as fundamentals remain strong a ...


Strategic Income Outlook: What, Me Worry? - Osterweis

The second quarter featured a trade war, armed conflicts in the Middle East and Europe, and contin ...


Second Quarter 2025 Investment Commentary

In the second quarter of 2025, global markets faced a complex mix of encouraging economic data, on ...


Osterweis Strategic Income Fund Q2 Advisor Webinar

Join the Osterweis Strategic Income Fund portfolio managers to hear about 2Q25 results for the fun ...