Objective
Realize a total return exceeding the Russell 2000 Growth Index over a full market cycle.
Investment Strategy
The
Oberweis Concentrated Small-Cap Growth strategy captures and highlights our domestic investment team's stock selection skill over a full market cycle by investing in the 25–45 highest conviction ideas from our two domestic smaller-cap growth strategies. The Concentrated Small-Cap Growth strategy generally invests in companies with market capitalization between $400 million and $5 billion at the time of purchase.
Benefits
- Exposure to our team's 25 - 45 highest conviction ideas
- Potential for significant alpha over a full market cycle
- Emphasizes rapidly growing smaller-cap companies in the most dynamic phase of their development
- Disciplined and repeatable investment process managed by a passionate and experienced investment team
- Fully invested portfolio - no market timing