Concentrated Smid-Cap

The Oberweis Concentrated Smid-Cap Portfolio invests in the 20-30 highest conviction ideas from our Small-Cap Growth and Smid-Cap Growth Strategies with market capitalizations generally between $500 million and $5 billion - in an effort to capture the exceptional growth potential of emerging companies in the earliest and most dynamic phase of their development.

The key benefits of the Concentrated Smid-Cap Portfolio are:

• Exposure to the 20-30 highest conviction small and smid cap ideas.
   

• Unique, style-consistent investment approach allows us to target exceptionally fast-growing small- to mid-cap stocks.
   

• Emphasizes rapidly growing small- to mid-cap companies expected to have exceptionally high revenue and earnings growth at reasonable price/earnings to growth rates.
   

• Long-term investment horizon.
   

• Normally fully invested - no market timing.
   

For historical return information on the Concentrated Smid-Cap Equity Composite please Click Here.

For information on the AIMR certification of the Concentrated Smid-Cap Growth Equity Composite please Click Here.

Lead Portfolio Manager: James W. Oberweis, CFA

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3333 Warrenville Road, Suite 500, Lisle, IL 60532, Phone: 800-323-6166