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International Opportunities Overview
Lead Portfolio Manager: Ralf Scherschmidt
Inception Date: 2/1/07
Assets in strategy: $104.2 million (As of 3/31/12)
Performance Benchmark: MSCI World ex-US 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 World ex-US Small-Cap Growth Index over a full market cycle.

Strategy: The Oberweis International Opportunities strategy seeks to identify and capitalize on the investment opportunities offered by smaller companies in Europe, the UK, Canada, Asia, Japan, and Latin America. The strategy focuses on identifying less well-known small-cap companies which traditionally receive less coverage than larger companies, consequently providing unique opportunities to unearth hidden values.

Benefits:

  • Diversified portfolio of smaller, non-U.S. companies with higher than expected earnings potential
  • Combines empirically-proven Behavioral Finance principles with the very best of fundamental bottom-up research
  • Access to attractive but lesser-known foreign companies that do not receive significant institutional coverage, but possess higher than expected growth potential
  • Achieve a more effective asset allocation, and greater long-term diversification of their portfolios, through investments in non-U.S. equities
  • Invest primarily in developed markets with some exposure to emerging markets
  • Potential for significant alpha over a full market cycle
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