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The AAII Chicago Chapter presents...


"Catching Winners Early: A Global Small-Cap Manager’s Dream Come True"

    Discussed by:

    James W. Oberweis, CFA
    President, Oberweis Asset Management

Learn from the leader of Oberweis Asset Management, a specialized investment advisory firm with $850 million under management that invests in high-growth, small-capitalization companies globally. The Oberweis China Opportunities Fund has returned 21% per year (net of fees) on average since its inception in 2005, and the firm’s small-cap growth advisory letter, The Oberweis Report, is rated among the top advisory letters for 20-year performance, according to Hulbert Financial Digest. The presentation will explore the issues investors face when deciding between active and passive strategies, value versus growth stock selection, and small- versus large-cap holdings. The Oberweis methodologies will be examined in relation to market environments where they have soared—and where they’ve faced headwinds.

Attend This Meeting and Learn...
The Oberweis methodology for identifying explosive growth companies
How the Oberweis Octagon process is applied across geographies
The outlook for the future and how to position your portfolio for superior returns

  MEETING DETAILS
Date:
Saturday, May 14, 2011
Time:
9:30 a.m.    Registration/Refreshments (coffee & rolls)
10:00–11:00 a.m.    Program
11:00–11:30 a.m.    Q&A
Location:
University Club of Chicago
76 E. Monroe St.
Chicago, IL
312/922-9740
[ Map This Location ]

Payment:
In Advance (by 5/11)
Everyone, $25/person
credit card payments not accepted
At the Door
space permitting
Everyone, $30/person
No Refunds

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