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  Concentrated Small-Cap
  Growth
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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)
Concentrated Small-Cap Growth Overview
Lead Portfolio Manager: James W. Oberweis, CFA
Inception Date: 4/30/2002
Assets in strategy: $12.3 million (As of 3/31/12)
Performance Benchmark: Russell 2000 Growth Index
Portfolio Status: Strategy open to new investors
Minimum Account Size: $1 million for Institutional Account Management
 

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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