We are pleased to report that OAM's Concentrated Small-Cap Growth strategy is ranked in the top 5 for both the past 12 and 20 quarter
returns for US SMID-Cap Growth Equity strategies by Lipper. (total universe size 30)
Objective: Realize a total return exceeding the Russell 2000 Growth Index over a full market cycle.
Strategy: The
Oberweis Concentrated Small-Cap Growth strategy
captures and highlights our domestic investment team's
stock selection skill over a full market cycle by
investing in the 25 - 35 highest conviction ideas from
our three domestic smaller-cap growth strategies. This
strategy helps investors capitalize on the exceptional
growth potential of fast-growing emerging companies in
the rapid expansion phase of their lifecycle. The
Concentrated Small-Cap Growth strategy generally invests
in companies with market capitalizations between $100
million and $2.5 billion at the time of purchase.
Benefits:
Exposure to our team's 25 - 35 highest
conviction ideas
Potential for significant alpha over a full
market cycle
Emphasizes rapidly growing smaller-cap companies
in the most dynamic phase of their development
Disciplined and repeatable investment process
managed by a passionate and experienced investment
team
Fully invested portfolio - no market timing
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