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Asia Opportunities Overview
Lead Portfolio Manager: John Wong, CFA, CPA
Inception Date: 2/1/08
Assets in strategy: $6.6 million (As of 3/31/12)
Performance Benchmark: MSCI AC Asia Pacific ex Japan Small-Cap Growth Index
Portfolio Status: Strategy open to new investors
Minimum Account Size: $5 million for Institutional Account Management
 

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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