Managing Fixed Income for Absolute Returns in an Uncertain Environment

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2018 marked the end of an era for fixed income investors. The combined tailwinds of quantitative easing and an accommodative Fed policy that defined the past decade were replaced by rising rates and increased market volatility. The path forward for fixed income in 2019 is less certain than it has been at any time in recent memory.

During this presentation, Eddy Vataru, lead portfolio manager of the Osterweis Total Return Fund (OSTRX), will share his current economic outlook and provide practical insights into developing an investment grade strategy that is flexible enough to handle today’s new realities. Eddy will explain how to combine duration management, sector allocation, and security selection to respond to a wide range of market conditions as well as the risks that need to be considered. Finally, he will discuss how this type of strategy fits into client accounts.

Eddy will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.

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Please click here to view the prospectus.

Speakers

Eddy Vataru
Lead Portfolio Manager of OSTRX
Osterweis

Eddy Vataru graduated from California Institute of Technology (B.S. Chemistry & Economics) and from Olin Business School at Washington University in St. Louis (M.B.A.). Mr. Vataru holds the Chartered Financial Analyst designation.

Prior to joining Osterweis Capital Management in 2016, Mr. Vataru worked in senior management positions at Incapture, LLC and Citadel, LLC. Prior to that he spent over 11 years at BlackRock (formerly, Barclays Global Investors), where his last position was as Managing Director and Head of U.S. Rates and Mortgages.

Mr. Vataru is a principal of Osterweis Capital Management and the lead Portfolio Manager for the total return fixed income strategy.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.