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China Opportunities Overview
Co-Portfolio Managers: James W. Oberweis, CFA, John Wong, CFA, CPA
Inception Date: 10/1/05
Assets in strategy: $153.2 million (As of 3/31/12)
Performance Benchmark: MSCI Zhong Hua 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 Zhong Hua Small-Cap Growth Index over a full market cycle.

Strategy: The Oberweis China Opportunities strategy invests at least 80% of its net assets in China securities. Currently, China securities include equity securities of companies that are organized under the laws of The People's Republic of China, Hong Kong, Taiwan and Singapore. Companies that have at least 50% of their assets in China or derive at least 50% of their revenues from business activities in China are also included in China equity securities. Many companies also meet the Oberweis Octagon investment criteria prior to investing. Oberweis Asset Management was among the first to focus on smaller growth Chinese companies.

Benefits:

  • Participate in China's transformation from an emerging market to an economic power
  • Benefit from the anticipated above-average growth of China's GDP over the next decade
  • Take advantage of the powerful impact that China's emerging consumer class will have on the global demand for goods and services, as China continues to evolve from that of a rural to an urban-based society
  • Access to attractive but lesser-known companies that lack formal institutional coverage but possess above-average growth potential
  • Achieve a more effective asset allocation, and greater long-term diversification through investments in Chinese and Pacific Rim equities
  • Low correlation to foreign and U.S. markets
  • Potential for significant alpha over a full market cycle
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