OSTFX Osterweis Forecast, Technical & Fundamental Analysis

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), Amazon.com (NASDAQ:AMZN), VISA (NYSE:V), Boston Scientific Corp (NYSE:BSX), Adobe (NASDAQ:ADBE), Target Corp (NYSE:TGT).

The investment seeks long-term total returns. The fund invests primarily in common stocks of quality growth companies that Osterweis Capital Management, Inc. (the “Adviser”) believes offer superior investment value and opportunity for growth. It may invest in companies of any size - large, medium and small. The Adviser focuses on companies that the adviser believes to be undervalued or otherwise out-of-favor in the market, but that have sustainable competitive advantages.

The average market capitalization across the Osterweis MF is 1.02T. The market cap for tickers in the group ranges from 39.43B to 3.68T. MSFT holds the highest valuation in this group at 3.68T. The lowest valued company is SYY at 39.43B.

The average weekly volume growth across all stocks in the Osterweis MF was 29%. For the same stocks of the MF, the average monthly volume growth was -4% and the average quarterly volume growth was -14%