As of May 1, 2022 Zeo Joined Osterweis

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…

Sustainable credit strategies for
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…

Environmental
Better planet with less waste
Social
Better communities with less biases
Governance
Better businesses with less corruption

Insights

As Featured In

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™

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.

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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