For the Quarter Ended
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Downloadable .xls Composite Returns on the Small-Cap Opportunities Strategy
Downloadable pdf. GIPS® Compliant Annual Disclosure Presentation for the Small-Cap Opportunities Strategy
*OAM Small-Cap Opportunities composite inception date: 9/15/96. From inception to April 30, 2009, the composite’s name was Smid-Cap Growth Equity.
The Russell 2000 Index measures the performance of approximately 2,000 companies with small market capitalizations. The Russell 2000 Growth Index measures the performance of those Russell 2000 companies with higher price-to-book ratios and higher forecasted earnings growth rates. Each index is an unmanaged group of stocks, whose performance does not reflect the deduction of fees, expenses, or taxes. 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 firstname.lastname@example.org.