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Osterweis launches total return fund


Osterweis Capital Management has launched the Osterweis Total Return Fund (OSTRX) which seeks to preserve capital and attain long-term total returns through a combination of current income and moderate capital appreciation.

Eddy Vataru and Scott Ulaszek are the fund's portfolio managers. The no-load, open-end fund is available to investors with an initial investment of USD5,000 or more.
The Osterweis Total Return Fund invests primarily in investment grade securities and has an absolute return orientation. The allocation of the fund’s assets will be adjusted based on the risk return characteristics of various segments of the investment grade market, changes in interest rates and the overall economic environment. The team can manage and hedge duration based on market conditions.
"We're excited to have an investment grade strategy managed by such an experienced team," says Carl Kaufman, vice president and managing director of fixed income at Osterweis Capital Management. “We think Eddy’s extensive experience in mortgage backed securities as well as structured and interest rate products, paired with Scott’s deep knowledge of the corporate bond market, make a powerful combination.”
Before joining Osterweis Capital Management in 2016, Vataru worked in senior management positions at Incapture and Citadel. Prior to that, he spent 12 years at BlackRock (formerly, Barclays Global Investors), where his last position was as managing director and head of US rates and mortgages.
Prior to joining Osterweis Capital Management in 2016, Ulaszek was managing director and head of taxable fixed income investments at Citi Investment Management, where he directed and managed the group’s more complex taxable fixed income strategies. Before that, he was a risk management specialist at the Federal Reserve Bank of Chicago during the most recent financial crisis. He also worked as senior fixed income portfolio manager and co-head of the fixed income portfolio management team at Atlantic Trust/Stein Roe Investment Counsel.

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