Osterweis Strategic Income Fund (OSTIX) Q1 Webinar Replay
If you were unable to join our quarterly webinar, watch the replay to hear updates on the Osterweis Strategic Income Fund. 00:00 Intro 00:57 First quarter economic and market recap 04:32 Investor reaction to the Iran war 07:05 How AI has impacted the high yield and private credit markets 13:28 Implications of Supreme Court’s decision striking down tariffs 17:28 Why have the markets held up well despite multiple headwinds? 22:05 Question and answer session #investing #inflation #geopolitical #ai Osterweis Capital Management is the adviser to the Osterweis Funds, which are distributed by Quasar Distributors, LLC. [OCMI-918236-2026-04-15] Opinions expressed are subject to change at any time, are not guaranteed, and should not be considered investment advice. References to specific companies, market sectors, or investment themes herein do not constitute recommendations to buy or sell any particular securities. Holdings are subject to change and are not a recommendation to buy or sell any security. Current and future holdings are subject to risk. To obtain fund holdings visit www.osterweis.com. Connect with Osterweis for additional insights: Website: https://www.osterweis.com/ YouTube: / @osterweiscapital LinkedIn: / osterweis-capital-management For Terms & Conditions, visit the following link: https://www.osterweis.com/terms View our glossary of disclosures and definitions here: https://www.osterweis.com/glossary

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