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Objective: Realize a total return exceeding the Russell 2000 Growth Index over a full market cycle.
Strategy: The Oberweis Small-Cap Growth strategy seeks to capitalize on the exceptional growth potential of companies in the early stages of their growth life cycle. The Oberweis Small-Cap Growth strategy generally invests in companies with market capitalizations under $1.25 billion at the time of purchase that often boast exciting products and/or services driving organic revenue and earnings growth. Our fundamental research process is specifically designed to uncover such opportunities.
Benefits:
- Potential for significant alpha over a full
market cycle
- Disciplined and repeatable investment process
managed by a passionate and experienced investment
team
- Fundamental research process specifically
designed to uncover small-cap companies at the
forefront of innovation
- Emphasizing rapidly growing small companies
expected to have exceptionally high revenue and
earnings growth at reasonable price/earnings to
growth rates
- Diversified, fully invested portfolio - no
market timing
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