China Opportunities


Realize a total return exceeding the MSCI China Index over a full market cycle.

Investment Strategy

The Oberweis China Opportunities strategy invests at least 80% of its net assets in China securities. Currently, China securities include equity securities of companies that are organized under the laws of The People's Republic of China, Hong Kong, Taiwan, and Singapore. Companies that have at least 50% of their assets in China or derive at least 50% of their revenues from business activities in China are also included in China equity securities. Oberweis Asset Management, Inc. was among the first to focus on smaller growth Chinese companies.


  • Participate in China's transformation from an emerging market to an economic power
  • Benefit from the anticipated above-average growth of China's GDP over the next decade
  • Take advantage of the powerful impact that China's emerging consumer class will have on the global demand for goods and services, as China continues to evolve from that of a rural to an urban-based society
  • Access to attractive but lesser-known companies that lack formal institutional coverage but possess above-average growth potential
  • Achieve a more effective asset allocation, and greater long-term diversification through investments in Chinese and Pacific Rim equities
  • Low correlation to foreign and U.S. markets
  • Potential for significant alpha over a full market cycle

Strategy Basics

Inception Date:
Assets in Strategy:
Performance Benchmark:
Portfolio Status:
Minimum Account Size:


$106.3 million (As of 9/30/2020)

MSCI China Index

Strategy open to new investors

$5 million for institutional account management

Our Process

Our process rests on our firmwide commitment to uncovering and capitalizing on the persistent and recurring stock pricing inefficiencies in small-, mid-cap, and emerging-growth equities caused by a lag in investor response to new information. This lag in recognizing the catalysts likely to positively impact future earnings growth drives the security selection across all our strategies and mutual funds. The criteria used within each product, however, can differ. This is how our investment team implements our philosophy in the China Opportunities strategy.

For the Quarter Ended

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Calendar Years

• Downloadable .xls Composite Returns on the China Opportunities Strategy

*OAM China Opportunities composite inception date: 10/1/05.

The MSCI China Index (Net) is a free float-adjusted market capitalization-weighted Index of Chinese equities that include China-affiliated corporations and H shares listed on the Hong Kong Exchange, and B shares listed on the Shanghai and Shenzhen exchanges and P chips and foreign listings with minimum dividends reinvested net of withholding tax.

Advisory fees are disclosed in Part II of Form ADV. Performance is historical and includes the reinvestment of dividends and other income. Performance is calculated and presented in U.S. dollars. Past performance is not necessarily indicative of future results. You cannot invest directly in these indexes.

Oberweis Asset Management, Inc. (OAM) claims compliance with the Global Investment Performance Standards (GIPS® standards). To receive a complete list and description of Oberweis’ composites and/or a presentation that adheres to the GIPS® standards, contact Laura Dombro at 800-323-6166; write Oberweis Asset Management, Inc., 3333 Warrenville Road, Suite 500, Lisle, IL 60532; or e-mail

For the Quarter Ended

Source: Eikon

Country Allocation as a % of Total Net Assets

*Country Allocation is defined using MSCI's Country Classification methodology and represents countries whose allocation in the Strategy or Index is 2% or More. Country allocations representing less than 2% are categorized in "Other Countries".


Top 10 Holdings as a % of Total Net Assets Portfolio Holdings are subject to change at any time. References to specific securities should not be construed as a recommendation to buy or sell and should not be assumed profitable.

Top 10 Holdings as of

Source: Source : Eikon. Sector data based on MSCI’s revised Global Industry Classification Standards. For more details, visit

Sector Weightings as a % of Total Net Assets

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