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Our Process

The Oberweis Aperture

Oberweis Asset Management, Inc. focuses on investing in small- and mid-cap, emerging-growth stocks. We specialize in shedding light on up-and-coming companies with the potential for increasing profitability and accelerating growth. To identify these companies, we rely on an eight-stage stock selection filter based on key investment traits. Taken together, these eight criteria define the Oberweis Aperture.

The Oberweis Aperture allows us to discern those companies that are experiencing superior growth and have the potential to continue doing so. It also helps us to buy these companies at reasonably attractive prices — valuations that don’t yet fully reflect their earnings potential. The Aperture strategy, in short, deepens our insight and brings sharper focus to our stock selection process.

Also, by helping us to avoid overpaying for stocks with solid growth potential, this approach can help us fine-tune our exposure to better manage the risks associated with investing in smaller-cap stocks.