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 |
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| How the Oberweis Octagon process is applied across geographies
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| The outlook for the future and how to position your portfolio for superior returns
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