Osterweis Capital Management’s Post

Nice MarketWatch article highlighting the Osterweis Strategic Income Fund (OSTIX) and Osterweis Growth & Income Fund (OSTVX).

When you invest, when you buy a stock or a share, you become an owner of the company #citizenfinancialcenrer  #sba504 #InvestmentJourney    #sba7a #businessgrowth #wealth #familyoffice  #privatewealth #familybusiness  #privatebanking #investmentbanking

Dividend growth is one signal of a management team’s confidence about its business. Read more in our Q3 dividend update: Q3 2024 Dividend Growth Update https://hubs.ly/Q02Vm1HT0 #financialadvisors #equities #assetmanagement

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What are Monthly Income Plans? 1. It is a mutual fund that invests mostly in fixed income and a minor percentage in equity and equity-related securities 2. The fund firms pay out a consistent income to their investors on a regular basis. 3. This amount is not set and is determined by the fund's performance. 4. you should examine your risk tolerance 5. Monthly income plans come in two flavours: growth and dividend. The MIP, on the other hand, declares dividends only if there are profits. #monthlyincomeplan #mutualfunds #Investor

Unlike exchange-traded products, fixed deposits offer guaranteed returns, low risk, and flexible tenures. Remember, GEPL Capital acts as a distributor, and disputes regarding distribution do not have access to the Exchange Investor Redressal Forum or Arbitration Mechanism. Secure your future with confidence today! 💼 Get in touch with our experts to start your investment journey. #GEPLCapital #SmartInvesting #FinancialGrowth #2024Goals #WealthBuilding #InvestInYourFuture #FinancialFreedom #MoneyMatters

The simplest, and most common, form of equity is ordinary shares, also known as common stock. Ordinary shares are a proportionate ownership interest in a company. Dividends on ordinary shares are a discretionary payment by the company, out of its profits (if any). This is key difference between equity capital and debt capital, debt servicing payments being contractual obligations. Shares and bonds are known collectively as securities. Other forms of security include intermediate ‘hybrid’ securities, which have some features of equity, and some features of debt instruments. Equity is generally safer for the issuer compared with debt, but more expensive. Part of the cost of equity capital is the expectation, or requirement, of the equity investors for the company to grow its capital value. Equity capital markets are the markets where equity is issued and traded. Public companies, also known as listed companies, are those whose shares are quoted on a stock exchange, and which members of the public can invest in, generally through a broker. Private equity deals with companies whose shares are not listed on exchange. Flotation, or an initial public offering, results in shares becoming listed on an exchange. Privatisation, or taking private, is the opposite process. Private companies have relatively fewer reporting obligations, but more limited access to new capital. Here as elsewhere, there is a trade off – and a strategic decision to make – to balance flexibility and cost. The balance point is likely to change over the life cycle of the business. #equityshares #equitycapitalshares #privateequity

Mutual funds are financial products that involve multiple investors investing their money in one pool where the money pooled is used to purchase many shares of stock bonds or other securities. 😍 www.financenu.com #mutualfunds #investing #financialplanning #wealthmanagement #diversifyyourportfolio #longterminvesting #retirementplanning #passiveincome #financialfreedom #smartinvesting

The loss of equity build-up over the time could cost you a lot more than the savings in interest waiting for rates to come down. Learn more at https://lnkd.in/gs9ZkUPA #LendingSolutions #LendingSolutions1 #RealEstateSolutions #RELSgrp #Jose~FloresBroker #Solutions4REAL #RealEstate&LendingSolutions

Do you want an investment that is relatively safe and aims to provide you with optimal returns? Then fixed-income funds can be your choice. Watch this video to learn more about the funds and how they can help you create wealth. #mutualfunds #fixedincome #portfolio #debtmarket #funds #investments #debt #governmentsecurities #corporatebonds #debentures #moneymarket #swp