oam
phone
header
bar
Home
About Oberweis
Our Philosophy
Investment Process
  Small-Cap Growth
People
Contact Us
Small-Cap Growth Overview
Lead Portfolio Manager: James W. Oberweis, CFA
Inception Date: 1/1/1988
Assets in strategy: $156.2 million (As of 3/31/12)
Performance Benchmark: Russell 2000 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 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

 

To open/view files marked “PDF”, you will need to have the FREE Adobe Acrobat Reader installed on your computer. IF you do not currently have it installed, click the button to the right and follow the instructions provided.