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Small-Cap Growth

By investing in the stocks of small-sized companies - those with capitalizations under $1.25 billion - 
the Oberweis Small-Cap Growth Portfolio helps investors capitalize on the exceptional 
growth potential of fast-growing emerging companies in the rapid expansion phase of their lifecycle. 

The key benefits of the Small-Cap Growth Portfolio are:

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

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

  • Moderate to low turnover through long-term investment horizon
     

  • Monitors exposure to industry sectors and specific securities to manage risk
     

  • Fully invested - no market timing
     

  • Very low median market cap
     

  • Investment process produces a risk controlled, disciplined and consistent strategy

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

Lead Portfolio Manager: James W. Oberweis, CFA

 

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