Osterweis Strategic Competition

OSTIX Fund

USD 11.27 0.01 0.09%

Osterweis Strategic competes with Adams Natural, Goehring Rozencwajg, Invesco Energy, and Global Resources; as well as few others. The fund is listed under High Yield Bond category and is part of Osterweis family. Analyzing Osterweis Strategic competition allows you to expand the diversification possibilities of your existing portfolios and to get a better perspective on locking in new positions. Investors sometimes prefer comparable analysis of Osterweis Strategic to its intrinsic valuation because they are able to contrast its competitors on a relative basis. Check out Osterweis Strategic Correlation with its peers.

Osterweis Strategic vs Alps/alerian Energy Correlation

Very poor diversification

The correlation between Osterweis Strategic Income and ALEFX is 0.81 (i.e., Very poor diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Osterweis Strategic Income and ALEFX in the same portfolio, assuming nothing else is changed.

Moving together with Osterweis Mutual Fund

0.95	OSTFX	Osterweis Fund Investor	Pair Corr
0.93	OSTGX	Osterweis Emerging	Pair Corr
0.96	OSTVX	Osterweis Strategic	Pair Corr
0.94	AHTCX	American High Income	Pair Corr

Moving against Osterweis Mutual Fund

0.7	IFN	India Closed	Pair Corr
0.48	IIF	Morgan Stanley India	Pair Corr

Specify up to 10 symbols:

Hype

Prediction

Low	Estimated	High
11.19	11.27	11.35

Details

Intrinsic

Valuation

Low	Real	High
10.27	10.35	12.40

Details

Naive

Forecast

Low	Next	High
11.19	11.28	11.36

Details

Bollinger

Band Projection (param)

Lower	Middle Band	Upper
11.12	11.21	11.29

Details

Osterweis Strategic Competition Correlation Matrix

Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Osterweis Strategic and its competitors represents the degree of relationship between the price movements of corresponding funds. A correlation of about +1.0 implies that the price of Osterweis and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Osterweis Strategic does not affect the price movement of the other competitor.

	PEO	GRHAX	IEFCX	PSPFX	ALEFX
PEO		0.92	0.95	0.87	0.71	PEO
GRHAX	0.92		0.81	0.96	0.83	GRHAX
IEFCX	0.95	0.81		0.76	0.66	IEFCX
PSPFX	0.87	0.96	0.76		0.86	PSPFX
ALEFX	0.71	0.83	0.66	0.86		ALEFX
	PEO	GRHAX	IEFCX	PSPFX	ALEFX

Risk-Adjusted Indicators

There is a big difference between Osterweis Mutual Fund performing well and Osterweis Strategic Mutual Fund doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Osterweis Strategic's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.

	Mean Deviation	Jensen Alpha	Sortino Ratio	Treynor Ratio	Semi Deviation	Expected Shortfall	Potential Upside	Value @Risk	Maximum Drawdown
PEO	0.85	0.24	0.19	0.72	0.65	(0.96)	2.12	(1.39)	4.75
GRHAX	1.28	0.28	0.16	0.39	1.45	(1.48)	2.60	(2.19)	6.02
IEFCX	0.89	0.18	0.12	0.84	0.85	(1.01)	1.98	(1.35)	4.81
PSPFX	1.28	0.33	0.18	0.50	1.28	(1.41)	3.16	(3.02)	7.00
ALEFX	0.95	0.34	0.34	0.80	0.29	(1.17)	1.41	(1.06)	19.46

Osterweis Strategic Competitive Analysis

The better you understand Osterweis Strategic competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Osterweis Strategic's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Osterweis Strategic's competition over several years is one of the best ways to analyze its investment potential.

Better Than Average

Worse Than Peers

View Performance Chart

	OSTIX	PEO	GRHAX	IEFCX	PSPFX	ALEFX
	0.09 11.27 Osterweis	1.03 24.52 Adams	1.65 22.83 Goehring	0.98 27.86 Invesco	2.47 7.48 Global	0.69 13.21 Alps/alerian
Market Volatility (90 Days Market Risk)	Very steady	Very steady	Very steady	Very steady	Not too volatile	Not too volatile
Market Performance (90 Days Performance)	Solid	Solid	Solid	Good	Solid	Good
Odds of Financial Distress (Probability Of Bankruptcy)	Low	Low	Low	Low	Low	Fair
Current Valuation (Equity Enterprise Value)	Over Valued	Under Valued	Under Valued	Under Valued	Under Valued	Under Valued
Buy or Sell Advice (Average Analysts Consensus)	Not Available	Not Available	Not Available	Not Available	Not Available	Not Available
Trade Advice (90 Days Macroaxis Advice)	Strong Sell	Strong Buy	Strong Buy	Buy	Strong Buy	Strong Buy
Net Asset	5.84 B	N/A	37.51 M	441.25 M	63.16 M	N/A
Minimum Initial Investment	5 K	N/A	N/A	N/A	5 K	N/A
Price To Book	1.15 X	1.65 X	N/A	1.31 X	1.46 X	N/A
Five Year Return	4.91 %	19.45 %	27.35 %	21.96 %	10.40 %	N/A
One Year Return	5.85 %	11.86 %	67.96 %	11.13 %	93.30 %	N/A
Last Dividend Paid	0.12	0.4	0.11	N/A	0.33	0.14
Price To Earning	N/A	4.60 X	N/A	6.26 X	13.62 X	N/A
Beta	N/A	1.27	N/A	N/A	N/A	N/A
Price To Sales	0.03 X	27.25 X	N/A	1.48 X	0.77 X	N/A
Cash Position Weight	16.50 %	N/A	4.32 %	2.35 %	4.12 %	N/A
Equity Positions Weight	2.85 %	N/A	95.65 %	97.65 %	91.86 %	N/A
Three Year Return	7.76 %	6.56 %	23.87 %	6.71 %	18.43 %	N/A
Annual Yield	0.01 %	0.03 %	0.03 %	0.02 %	0.01 %	N/A
Year To Date Return	0.36 %	10.05 %	9.66 %	7.59 %	11.62 %	N/A
Bond Positions Weight	70.14 %	N/A	0.04 %	N/A	2.53 %	N/A
Ten Year Return	4.46 %	N/A	N/A	(7.84) %	(5.02) %	N/A
Day Typical Price	11.27	24.53	22.83	27.86	7.48	13.21
Accumulation Distribution	N/A	0.017	N/A	N/A	N/A	N/A
Market Facilitation Index	N/A	0.42	N/A	N/A	N/A	N/A
Daily Balance Of Power	0	0.5952	9.2 T	9.2 T	9.2 T	9.2 T
Period Momentum Indicator	(0.01)	0.25	0.37	0.27	0.18	0.09
Rate Of Daily Change	1.0	1.01	1.02	1.01	1.02	1.01
Day Median Price	11.27	24.53	22.83	27.86	7.48	13.21
Price Action Indicator	(0.01)	0.12	0.18	0.13	0.09	0.045
Coefficient Of Variation	415.34	381.17	468.55	537.37	427.5	589.04
Mean Deviation	0.0667	0.8496	1.28	0.8919	1.28	0.9476
Jensen Alpha	0.0058	0.242	0.2761	0.1776	0.335	0.3441
Total Risk Alpha	0.0025	0.1685	0.1843	0.0913	0.229	0.1639
Sortino Ratio	(0.51)	0.1935	0.1586	0.1188	0.1758	0.3358
Downside Variance	0.0128	1.06	2.83	1.11	3.3	0.8411
Standard Deviation	0.0845	1.06	1.62	1.09	1.7	2.28
Kurtosis	(0.12)	(0.06)	0.3952	(0.15)	0.5366	48.67
Potential Upside	0.1797	2.12	2.6	1.98	3.16	1.41
Treynor Ratio	0.1571	0.7244	0.3869	0.8407	0.5017	0.7986
Maximum Drawdown	0.3607	4.75	6.02	4.81	7.0	19.46
Variance	0.0071	1.12	2.62	1.19	2.89	5.18
Market Risk Adjusted Performance	0.1671	0.7344	0.3969	0.8507	0.5117	0.8086
Risk Adjusted Performance	0.0996	0.1951	0.1617	0.1395	0.177	0.1311
Skewness	(0.02)	(0.01)	(0.66)	(0.24)	(0.41)	6.47
Semi Deviation	0.0	0.6493	1.45	0.8516	1.28	0.2883
Information Ratio	(0.69)	0.1882	0.165	0.1144	0.1878	0.1353
Value At Risk	(0.09)	(1.39)	(2.19)	(1.35)	(3.02)	(1.06)
Expected Short fall	(0.11)	(0.96)	(1.48)	(1.01)	(1.41)	(1.17)
Downside Deviation	0.113	1.03	1.68	1.05	1.82	0.9171
Semi Variance	(0.02)	0.4216	2.1	0.7253	1.63	0.0831

Osterweis Strategic Competition Performance Charts

Five steps to successful analysis of Osterweis Strategic Competition

Osterweis Strategic's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Osterweis Strategic in relation to its competition. Osterweis Strategic's competition analysis typically involves several steps, including:

Identifying the key players in the market: This involves identifying the major competitors of Osterweis Strategic in the market, both direct and indirect, as well as new entrants and disruptive technologies.
Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Osterweis Strategic's competitive landscape.
Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Osterweis Strategic, and developing a strategy to address them.
Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.

Competitive analysis is an essential tool for businesses to stay ahead of the competition and can be used to inform decision-making and strategy development. By understanding the competitive landscape and staying informed about the activities of competitors, a company can make more informed decisions and improve its overall performance.

Complement your Osterweis Strategic position

In addition to having Osterweis Strategic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Companies involved in money management and investment banking services. The Investing theme has 47 constituents at this time.

You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Investing Theme or any other thematic opportunities.

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Osterweis Strategic financial ratios help investors to determine whether Osterweis Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Osterweis with respect to the benefits of owning Osterweis Strategic security.

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Osterweis Strategic Competition

Osterweis Strategic vs Alps/alerian Energy Correlation

Very poor diversification

Moving together with Osterweis Mutual Fund

Moving against Osterweis Mutual Fund

Specify up to 10 symbols:

Osterweis Strategic Competition Correlation Matrix

Risk-Adjusted Indicators

Osterweis Strategic Competitive Analysis

Osterweis Strategic Competition Performance Charts

Five steps to successful analysis of Osterweis Strategic Competition

Complement your Osterweis Strategic position

Did You Try This Idea?

Run Investing Thematic Idea Now

Investing

Other Information on Investing in Osterweis Mutual Fund

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