The Oberweis China Opportunities Fund is managed by the following team at
Oberweis Asset Management, Inc.
James W. Oberweis, CFA
President & Co-Portfolio Manager Principal
Jim is President of Oberweis Asset Management and oversees all investment research at Oberweis. He has spent his entire career managing portfolios of high growth, small cap companies. Jim is a holder of the Chartered Financial Analyst (CFA) designation. Jim earned an MBA with high honors from the University of Chicago and a BS in Computer Science from the University of Illinois. He has been a featured guest on CNBC and Bloomberg television and authors a growth stock column for Forbes. Jim is a member of the Young Presidents Organization (YPO), the Economic Club of Chicago, the Investment Analysts Society of Chicago, and the CFA Institute.
Vanessa Shiu
Director of China Research & Co-Portfolio Manager
Vanessa joined Oberweis Asset Management in June 2005 and is Director of China Research and Co-Portfolio Manager for the China Opportunities strategy. She is also President of Oberweis Asset Management (Asia) Ltd. She was previously employed at Bear Stearns Asia Ltd. in Hong Kong. Vanessa earned an MBA with honors from the University of Chicago, an MA in Sociology with a concentration in Organizations, Business, and the Economy from Stanford University and a BS in Biology from Stanford University. She has also studied at Oxford University and Peking University. Vanessa is fluent in Cantonese, Mandarin, and English and is based in Hong Kong.
Jeff Papp, CFA
Senior Analyst
Jeff joined Oberweis Asset Management in 2004 and is a Senior Analyst for the China Opportunities strategy. Jeff previously worked on the domestic team at Oberweis. Jeff is a holder of the Chartered Financial Analyst (CFA) designation. Jeff is a member of the Investment Analysts Society of Chicago and the CFA Institute. Jeff earned a BS in Finance with high honors from the University of Illinois. He has been a guest of CNBC, Bloomberg television and has provided commentary on various investment issues to Investor’s Business Daily, TheStreet.com, and Bloomberg.
Pauline Huang
Senior Analyst
Pauline joined Oberweis Asset Management (Asia) Ltd. in March 2007 and is a Senior Analyst for the China Opportunities strategy. Previously, Pauline worked with the equity research team at Bear Stearns Asia Ltd. in Hong Kong. She has also worked as an auditor for PriceWaterhouseCoopers in China. Pauline is a Certified Public Accountant and has been a member of the Chinese Institute of Certified Public Accountants since 2001. She is also a Certified Internal Auditor and has been a member of the International and Chinese Institute of Internal Auditors since 2002. Pauline earned an MBA from Hong Kong University of Science and Technology and a Bachelor’s degree from Zhong Shan University in Guangzhou, China. Pauline is fluent in Mandarin, Cantonese, and English and is based in Hong Kong. She is currently pursuing the CFA designation and is a CFA Level III candidate.
Adnan Bokhari
International Trader
Adnan joined Oberweis Asset Management in March 2010 as International Trader. Adnan was previously employed by Seligman/Riversource Investments in New York as International Trader where he was responsible for trading international stocks for quant, hedge and mutual funds. He also worked for US Trust Securities as a Fixed Income Trader and Dreyfus Corporation as a Brokerage Account Trader. Adnan earned a BA in Banking and Finance with a Minor in Mathematics from Hofstra University in Hempstead, New York.
Jim E. Chartrand
Director of Trading
Jim joined Oberweis Asset Management in June 2005 as the Director of Trading and has over 15 years of investment industry experience. Previously, Jim was a Senior Equity Trader at Waddell & Reed Investment Management Company in Kansas City. He also worked for Paladin Investment Associates as Director of Trading, where he was responsible for managing all aspects of the equity trading desk. He began his career with Investment Advisers, Inc. in 1992, where he held various positions within the operations and trading departments. Jim earned a double major in Finance and Economics from the University of St. Thomas, St. Paul, Minnesota. He is a member of Security Traders Association of Chicago.
