About OSTGX
The Osterweis Opportunity Fund is a mutual fund specializing in small-cap growth equities. Its primary objective is to achieve long-term capital appreciation by investing in innovative, emerging companies that demonstrate strong secular growth and have differentiated product offerings. The fund employs a high-conviction, bottom-up investment process, focusing on identifying the best ideas within the small-cap space and maintaining strict valuation discipline to help manage risk. Portfolio management leverages decades of industry experience to select holdings, with a keen emphasis on managing downside risks and maintaining sector and company diversification.
The Opportunity Fund typically holds a concentrated portfolio, evident from its high active share, and invests across a variety of U.S. industries including technology, health care, consumer discretionary, and industrials. The fund’s strategy includes exposure to companies at early stages of development, including IPOs and unseasoned companies, which can result in greater volatility but also provide the potential for above-average growth. Managed by Osterweis Capital Management, the fund is designed for investors seeking exposure to dynamic, growth-oriented small-cap firms and plays a meaningful role in diversifying portfolios within the small-cap growth segment of the market.
Fund Family Osterweis
Category Small Growth
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol OSTGX
Share Class Investor Class
Index Russell 2000 Growth TR
OSTGX had a total return of 5.99% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.53%.
