Oberweis Asset Management Inc

Oberweis Asset Management, Inc. is an independent investment management firm established in 1989 and headquartered in suburban Chicago. The firm specializes in seeking market inefficiencies in equities globally, offering strategies to retail and institutional clients through separately managed accounts, proprietary mutual funds, and model portfolios. The firm's investment philosophy is bottom-up and active, focusing on superior fundamental growth and valuation characteristics in equities. Investment strategies include Micro-Cap Growth, Small-Cap Opportunities, International Opportunities, Global Opportunities, China Opportunities, Emerging Markets, and International Select. For institutional clients, Oberweis charges management fees ranging from 0.50% to 1.25% based on the investment strategy. The firm may also charge performance fees based on excess performance compared to an index or net profits. Oberweis may utilize research services from its affiliates in Hong Kong and the UK for certain international strategies. The firm provides model portfolio services to unified managed account program sponsors. Oberweis has total assets under management of $2.6 billion, with a minimum account size of $5 million for institutional separate account clients. The firm acts as a fiduciary and offers investment discretion for client accounts. Oberweis has not been subject to disciplinary actions and has affiliations with Oberweis Securities, Inc., and other entities. Clients receive quarterly account reviews and proxy voting services are provided based on the best economic interests of clients. Financial information is not disclosed due to fee payment structures.