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41.410
+0.360
+0.88%
- Morningstar Rating:
- Total Assets: 248.36M
Oberweis Micro-Cap Fund
41.410
+0.360
+0.88%
- Overview
- Profile
- Historical Data
- Holdings
Oberweis Micro-cap Fund Overview
On this page you'll find an in-depth profile of Oberweis Micro-cap Fund. Learn about the key management, total assets, investment strategy and contact information of 0P00002T3U among other information.
Investment Strategy
The investment seeks to maximize capital appreciation. The fund invests, under normal circumstances, at least 80% of its net assets in the securities of very small companies which, at the time of purchase, have a market capitalization of less than or equal to $600 million or are within the range of companies represented in the Russell Micro-Cap Growth Index, whichever is greater. It invests principally in the common stocks of companies that the fund's investment adviser believes have the potential for significant long-term growth in market value.
Contact Information
Address
3333 Warrenville Road, Suite 500
Lisle,IL 60532
United States
Lisle,IL 60532
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Kenneth S. Farsalas | Portfolio Manager | 2015 | Now |
| Biography | Ken joined Oberweis Asset Management, Inc. in November 2004 and is Director of U.S. Equities. Ken became the Lead Portfolio Manager of both the Micro-Cap Growth and Small-Cap Opportunities strategies effective January 1, 2015. 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. Ken has been featured on Forbes.com and has provided commentary on various investment issues to Investor’s Business Daily, Reuters, Bloomberg, and The Wall Street Journal. | ||
| James W. Oberweis | President | 2001 | Now |
| Biography | Jim is President of Oberweis Asset Management, Inc. 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) and the Economic Club of Chicago. | ||
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