We are thrilled to announce that the
Zeo Capital Advisors team has joined
Osterweis Capital Management.
Expanding resources to continue our high standards of
sustainably-focused credit portfolios and client-centric culture into the future…
the discerning investor
Sustainable
Credit Specialists
Sustainable Investing Is
Good investing
Income-oriented investors are hard pressed to find adequate yields in the COVID-19 economy. Investment advisors need to strike a balance within clients’ bond portfolios and diversify risk by both duration and credit. Venk Reddy, CIO — Sustainable Credit, shares his thoughts on an underserved and opportunistic space in the credit markets.
ESG is about creating more with less…
Insights
As Featured In
Zeo Joins Osterweis: A Client-Focused Opportunity
Throughout the years, we have valued the privilege you have bestowed upon us to steward your capital. As you have...
Sustainability Profile: Trellix
Trellix offers corporate customers a living security platform that learns and adapts to protect operations from the most advanced threats...
You Can’t Outrun A Bear (Market), But You Can Be Prepared To Lie Flat
“The Great Resignation.” “The Big Quit.” “Antiwork.” “Tang Ping.” Whatever one wants to call it, there is no doubt that...
Labor Costs: Wall Street Cried Wolf, Now Investors May Get Eaten
Wall Street had a moment in 2021. The S&P 500 hit 70 new highs last year – more than 1...
Sustainability Profile: Hyland Software
Hyland Software is a leading provider of enterprise content management software designed to help organizations capture, access, manage and secure...
Zeo November 2021 Town Hall
Zeo answers questions from clients and prospects on the Fed, inflation, interest rates, and more. Watch the videos below or...
Sustainable Credit
- High yield corporate credit strategies integrating ESG factors as credit factors
- Appropriate for traditional and sustainable mandates seeking performance and progress
- Fundamental credit research identifies strong businesses making progress along the proprietary Sustainability Spectrum™
Osterweis Short Duration
High Yield Strategy
Seeks low volatility and absolute return profile by investing in a select portfolio of sustainable short duration corporate credits.
Osterweis Sustainable
High Yield Strategy
Seeks risk-adjusted total returns by investing in a select portfolio of sustainable corporate credits, unconstrained by duration.
High yield is a world of casinos, plastics and oil.
What’s left for a sustainable portfolio?
ESG factors are not new; they are core credit factors critical to effective security analysis. Ignoring ESG factors creates potential future liabilities for a company and its shareholders. Learn more about why intentionality matters through Zeo’s Sustainability Brochure.
High yield is typically a world of casinos, plastics and oil.
What’s left for a sustainable portfolio?
ESG factors are not new; they are core credit factors critical to effective security analysis. Ignoring ESG factors create potential future liabilities for a company and its shareholders. Intentionality matters in when seeking sustainable income.
*****
Investors should carefully consider the investment objectives, risks, charges and expenses of the Zeo Short Duration Income Fund or the Zeo Sustainable Credit Fund (“the Funds”). This and other important information about the Funds is contained in the prospectuses, which can be obtained by calling 855-ZEO-FUND. The prospectuses should be read carefully before investing. The Funds are distributed by Northern Lights Distributors, LLC member FINRA/SIPC. Osterweis Capital Management and Northern Lights Distributors, LLC are not affiliated.
Important Risk Information
Mutual Funds involve risk including possible loss of principal.
The Funds are actively managed dynamic portfolios. There is no guarantee the Funds will achieve their objectives, goals, generate positive returns, or avoid losses.
The Funds can invest a percentage of assets in derivatives, such as futures and options contracts. The use of such derivatives may expose the Funds to additional risks that they would not be subject to if it invested directly in the securities and commodities underlying those derivatives. The Funds may experience losses that exceed losses experienced by funds that do not use futures contracts and options.
Typically, a rise in interest rates causes a decline in the value of fixed income securities. Overall fixed income market risk may affect the value of individual instruments in which the Funds invest. Lower-quality fixed income securities, known as “high yield” or “junk” bonds, present greater risk than bonds of higher quality, including an increased risk of default. The Funds may invest more than 5% of their total assets in the securities of one or more issuers. The Funds’ performance may be more sensitive to any single economic, business, political or regulatory occurrence than the value of shares of a diversified investment company. Securities of small and medium capitalization companies may be subject to more abrupt or erratic market movements than those of larger, more established companies or the market averages in general. Market risk results from adverse changes in exchange rates in foreign currency denominated securities. Investing in securities of foreign issuers involves risks not typically associated with U.S. investments, including adverse fluctuations in foreign currency exchange rates, adverse political, social and economic developments, less liquidity, greater volatility, less developed or less efficient trading markets, political instability and differing auditing and legal standards.
5455-NLD-04/29/2022