The Oberweis Micro-Cap Fund is managed by the following team at
Oberweis Asset Management, Inc.
James W. Oberweis, CFA
President & 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.
Kenneth S. Farsalas, CFA
Director of U.S. Equities Principal
Ken joined Oberweis Asset Management, Inc. in November 2004 and is Director of U.S. Equities and Portfolio Manager for the firm’s domestic strategies. Previously, he was employed at Dearborn Partners LLC, where he was a Managing Director and the Director of Research. Prior to that, Ken worked as a small cap Research Analyst and Portfolio Manager at Sterling Johnston Capital Management, and began his career at SEI Capital Resources as an Investment Consultant. Ken is a holder of the Chartered Financial Analyst (CFA) designation. He earned an MBA in Finance and Accounting from the University of Chicago and a BS in Journalism and Economics from Northwestern University. He is a member of the Investment Analysts Society of Chicago and the CFA Institute. Ken has been featured on Forbes.com and has provided commentary on various investment issues to Investor’s Business Daily, Reuters and Bloomberg.
David I. Covas, CFA
Vice President Principal
Dave has spent his career at Oberweis Asset Management, joining the firm in July 1997. He is currently a Portfolio Manager for the firm’s domestic strategies. Dave is a holder of the Chartered Financial Analyst (CFA) designation as well as a CFP® certificant. He earned an MBA from the University of Chicago and a BS in Finance with honors from the University of Illinois. He has been a guest of Bloomberg television and is a member of the Investment Analysts Society of Chicago and the CFA Institute.
Kevin L. Cowell
Analyst
Kevin joined Oberweis Asset Management in August 2006 as an Associate Analyst and was promoted to Analyst in 2008. Kevin earned a BS in Finance and Accountancy with high honors from the University of Illinois. He has passed Level III of the Chartered Financial Analyst (CFA) program and is currently awaiting his designation.
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.
