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Latest Market Updates
Third Quarter 2025 Investment Commentary
Investors are navigating a demanding environment, where forces are pulling in opposite directions. ...
Government Shutdown
The U.S. government has shut down for the first time since January 2019. Since the modern budget p ...
Small Cap Investing: Act on Active, Pass on Passive - Osterweis
Over 60% of small cap investors use passive funds, but we strongly believe this is a missed opport ...
SBH Small Cap Value Fund Annual Update
The SBH Small Cap Value fund seeks to identify companies that have the potential for significant i ...
Osterweis Strategic Income Fund Q3 Advisor Webinar
Join the Osterweis Strategic Income Fund portfolio managers to hear their latest thoughts on the f ...
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
iMGP High Income Fund is Now the iMGP Low Duration Income Fund
Comments on the Jobs Data
Recent jobs data has led to some recession worries, fueling expectations of additional Fed rate cu ...
FMI Large Cap Fund Annual Update
The FMI Large Cap Fund seeks to buy good businesses at value prices. Some of the characteristics o ...
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 ...