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Objective: Realize a total return exceeding the MSCI AC Asia Pacific ex Japan Small-Cap Growth Index over a full market cycle.
Strategy: The
Oberweis Asia Opportunities
strategy invests, under normal circumstances, at least 80% of its net
assets in Asia securities. Currently, Asia securities include equity securities of companies that are
organized under the laws of a country located in Asia or that are primarily traded on an exchange or
over-the-counter in Asia. Companies that have at least 50% of their assets in Asia or derive at least
50% of their revenues from business activities in Asia are also included in Asia equity securities.
Companies normally meet the Oberweis Octagon investment criteria prior to investing.
Benefits:
- Provide investors with the ability to achieve long-term growth of capital through a diversified portfolio of investments in smaller, high-growth companies in Asia, including China and India
- Benefit from the anticipated above-average growth of Asia's GDP
- Take advantage of continued infrastructure build-out and the emergence of a consuming middle-class in the region and invest in companies poised to benefit from these trends
- Increase investors access to attractive but lesser-known foreign companies that do not receive significant institutional coverage, but possess above-average growth potential
- Enable investors to achieve a more diversified asset allocation, and greater long-term diversification of their portfolios, through investments in Asian equities
- Potential for significant alpha over a full market cycle
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