We had another fantastic conversation with the portfolio managers of the Osterweis Strategic Income Fund this week. Topics included:

• What they’ve learned about the economy from a portfolio company in the fast-food industry

• Red flags in corporate governance and structure that causes them not to invest or to sell

• Their consistently higher cash position and how it enables quicker pivots and opportunism during market volatility

• How their portfolio has and hasn’t evolved over the last decade

You can watch the replay below: