Osterweis Capital Management
John Sheehan, CFA has extensive experience in portfolio management and investment grade sales. Currently, John serves as a Portfolio Manager for both the Osterweis Strategic Income Fund and the Osterweis Total Return Fund at Osterweis Capital Management, having joined in April 2018. Prior to this role, John was a Managing Director at Citi, where responsibilities included leading the West Coast Investment Grade Sales team from March 2010 to November 2016, achieving significant revenue growth, and heading the Investment Grade Syndicate from 1994 to 2010. John holds a Bachelor of Arts in Economics from Georgetown University, obtained in 1992.
Osterweis Capital Management
Osterweis Capital Management (“Osterweis”) was founded in 1983 by John S. Osterweis to serve the portfolio management needs of high net worth individuals, foundations and endowments. Since then, the firm has grown, providing investment management services through various products including separately managed accounts and mutual funds. As an independently owned firm, Osterweis enjoys the autonomy necessary to keep its clients' interests at the forefront. The Osterweis Funds are available by prospectus only. The Funds’ investment objectives, risks, charges and expenses must be considered carefully before investing. The summary and statutory prospectuses contain this and other important information about the Funds. You may obtain a summary or statutory prospectus by calling toll free at (866) 236-0050, or by visiting www.osterweis.com/statpro. Please read the prospectus carefully before investing to ensure the Fund is appropriate for your goals and risk tolerance. Mutual fund investing involves risk. Principal loss is possible. Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC