Global Opportunities

Global Opportunities

Objective

Realize a total return exceeding the MSCI ACWI Small-Cap Index over a full market cycle.

Investment Strategy

The Oberweis Global Opportunities strategy seeks to capitalize on the exceptional growth potential of smaller companies that are often underfollowed or misunderstood by traditional Wall Street research analysts. The strategy invests in companies where our expectations for earnings growth differ from consensus expectations. Global Opportunities invests in both in U.S. and international markets, targeting companies with market capitalizations of less than $1.5 billion or within the range of companies represented in the MSCI ACWI Small-Cap Index, whichever is greater. Portfolio companies often boast exciting products and/or services, a strong and sustainable competitive position, and the potential for upward revisions in earnings expectations in the future. Our fundamental research process is specifically designed to uncover such opportunities.

Benefits

  • Access to one of the least efficient segments of the equity market
  • Potential for significant alpha over a full market cycle
  • Disciplined and repeatable investment process managed by a passionate and experienced investment team
  • Fundamental research process specifically designed to uncover small-cap companies that are underfollowed or misunderstood by traditional Wall Street research analysts
  • Exposure to small-cap companies around the world offering the potential for earnings growth that differs from consensus expectations
  • Diversified portfolio with a focus on risk management

Lead Portfolio Manager(s)


Fourth Quarter 2023 Commentary
Fourth Quarter 2023
Fact Sheet

Strategy Basics

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

1/1/2015

$57.5 million (As of 3/31/2024)

MSCI ACWI Small-Cap Index

Strategy open to new investors

$5 million for separate account management


Our Process

Our process rests on our firmwide commitment to uncovering and capitalizing on the persistent and recurring stock pricing inefficiencies in global 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 Global Opportunities strategy.

For the Quarter Ended

See pricing for all funds

Performance

Calendar Years

Downloadable .xls Composite Returns on the Global Opportunities Strategy

Downloadable .pdf GIPS® Compliant Annual Disclosure Presentation for the International Opportunities Strategy

*OAM Global Opportunities composite inception date: 1/1/15.

The MSCI ACWI Small Cap Index (Net) is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of small-cap growth developed markets, with minimum dividends reinvested net of withholding tax. You cannot invest directly in these indexes.

Net-of-fee composite returns are calculated using the highest model investment advisory fees applicable to portfolios within the composite. 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.

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 laura.dombro@oberweis.net.

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".

SECTOR ALLOCATION as of

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

Sector Weightings as a % of Total Net Assets

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