Thought leadership

As we survey the economic landscape, we are reminded of Otis Redding’s classic hit, which is all a ...

Osterweis Capital Management

Inflation as measured by the change in the Consumer Price Index (CPI) declined meaningfully to 3.0 ...

In the second quarter of 2024, the U.S. economy stayed resilient in an environment where inflation ...

Monetary Policy, Investment Outlook

Cash may be offering attractive yields today but has proven to be one of the worst longer-term inv ...

Artisan Canvas Digest for the week ended June 14th 2024.

Artisan Partners

Global stock markets rebounded during the month after falling in April. MSCI ACWI jumped 4.6% in M ...

Monetary Policy, Investment Outlook

Watch a replay of AdvisorIntelligence's Research Update for May 2024 featuring its US investment t ...

We believe there are more mispriced companies in small cap growth than in other equity markets, an ...

Osterweis Capital Management

Global stock markets fell for the first time since October 2023. After a strong five-month rally o ...

Monetary Policy, Investment Outlook

While many investors may overlook small caps for generating long-term returns, our more than 40 ye ...

Baron Funds

In this video update we discuss Q1 2024 performance, portfolio positioning, and outlook, and more. ...

MASFX, IMGP

The Osterweis Strategic Income Fund (the Fund) posted a strong absolute return of 2.34% for the qu ...

Osterweis Capital Management