Smid-Cap Growth

By investing in the stocks of small to mid-sized companies - those with capitalizations between 
$500 million and $5 billion - the Oberweis Smid-Cap Growth Portfolio helps investors capitalize 
on the exceptional growth potential of fast-growing companies still in the rapid expansion phase 
of their lifecycle. These medium-sized companies tend to have a greater degree of earnings 
stability than typically associated with smaller companies. 

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

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

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

• Long term investment horizon
   

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

• Fully invested - no market timing
   

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

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

For information on the AIMR certification of the 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