Objective: Realize a total return exceeding the Russell 2000 Growth Index over a full market cycle.
Strategy: The
Oberweis Small-Cap Opportunities strategy seeks
to capitalize on the exceptional growth potential of
smaller companies that are often misunderstood by
traditional Wall Street research analysts. The
Oberweis Small-Cap Opportunities strategy generally
invests in companies (with market capitalizations under
$3.0 billion at the time of purchase) where our
expectations for earnings growth differ from consensus
expectations. These companies often boast exciting
products and/or services, a strong and sustainable
competitive position, and the potential for upward
revisions in earnings expectations in the future.
Our fundamental research process is specifically
designed to efficiently identify 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 efficiently discover smaller cap
companies that are misunderstood by traditional Wall
Street research analysts
Exposure to smaller cap companies offering the
potential for earnings growth that differs from
consensus expectations
Diversified portfolio with a focus on risk
management
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