Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

Bloomberg Customers


February 14, 2016 12:24 AM ET

Capital Markets

Company Overview of Professionally Managed Portfolios - Osterweis Strategic Investment Fund

Company Overview

Professionally Managed Portfolios - Osterweis Strategic Investment Fund is an open ended balanced mutual fund launched by Professionally Managed Portfolios. The fund is managed by Osterweis Capital Management, Inc. It invests in public equity and fixed income markets of the United States. The fund seeks to invest in the stocks of companies operating across diversified sectors. It primarily invests in the growth oriented value stocks of companies across all market capitalizations. For its fixed income portion, the fund invests in the U.S. Federal and Agency obligations, corporate debt, floating-rate debt, convertible debt, collateralized debt, and municipal debt. It invests in securities acro...

One Maritime Plaza

Suite 800

San Francisco, CA 94111

United States

Founded in 2010

Phone:

415-434-4441

Fax:

415-434-0918

Key Executives for Professionally Managed Portfolios - Osterweis Strategic Investment Fund

Portfolio Manager
Portfolio Manager
Portfolio Manager
Portfolio Manager
Portfolio Manager
Compensation as of Fiscal Year 2015.

Professionally Managed Portfolios - Osterweis Strategic Investment Fund Key Developments

Professionally Managed Portfolios - Osterweis Strategic Investment Fund, Special/Extraordinary Shareholders Meeting, Nov 06, 2015

Professionally Managed Portfolios - Osterweis Strategic Investment Fund, Special/Extraordinary Shareholders Meeting, Nov 06, 2015., at 09:00 Pacific Standard Time. Location: 2020 East Financial Way, Suite 100. Agenda: To approve an Investment Advisory Agreement between Osterweis Capital Management, LLC and the Trust on behalf of the Osterweis Strategic Income Fund, Osterweis Strategic Investment Fund and Osterweis Institutional Equity Fund; to approve adjournments of the Special Meeting from time to time to solicit additional proxies if there are insufficient votes at the time of the Special Meeting to constitute a quorum or to approve Proposals 1; and to transact such other business as may properly come before the Special Meeting or any adjournments thereof.

Similar Private Companies By Industry

Company Name Region
Esposito Global, LLC United States
American Business Masters & Investments, Inc. United States
Sunbelt Business Advisors United States
Monadnock Securities, LP United States
Celestial Ventures Corp. United States

Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
NYC2012, Inc. United States
Bertelsmann AG Europe
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Professionally Managed Portfolios - Osterweis Strategic Investment Fund, please visit www.osterweis.com/mutual_funds/strategic_investment. Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at bwwebmaster@businessweek.com.