The AAII Milwaukee Chapter presents...

Finding High-Growth Small-Cap Stocks All Around the World

    Discussed by:

    Jim Oberweis, CFA
    President, Oberweis Asset Management

Jim Oberweis, president of Oberweis Asset Management, will present a global perspective on small-cap growth investing. For nearly 20 years, Oberweis and his team have scoured the globe in pursuit of undervalued and misunderstood growth stocks at the inflection point of change. Oberweis’ firm invests around the world in high-growth small-cap stocks, with particular emphasis in the U.S. and China. Rooted in behavioral finance, Oberweis’ process seeks to take advantage of the human tendency to underestimate the power of change. Oberweis’ team applies an eight-step process known as the Oberweis Octagon to identify super growth stocks with parabolic growth potential, often stemming from innovative products, but also from evolving markets, niche dominance and changing regulations. Oberweis will give an overview on his current outlook and will share some of his favorite small-cap stocks to buy now.

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

Thursday, November 21, 2013
6:00 p.m.    Registration/Cash Bar/Refreshments/Social
6:00-6:30 p.m.    Mutual Fund Subgroup Meeting
7:00 p.m.    Program
Midway Hotel
1005 S. Moorland Rd.
Brookfield, WI
[ Map This Location ]
In Advance (by 11/18)
AAII Members and Family, $15/person; Non-members,
Students, $10/person
At the Door space permitting
Everyone, $20/person
No Refunds

  Special Interest Groups (SIGs)


Madison Subgroup
Contact: Jared Bessert, 608/298-9008,
Date/Time: Wednesday, November 20, 2013, 6:00 p.m. (check-in begins at 5:30 p.m.)
Topic: “Finding High-Growth Small-Cap Stocks All Around the World”
Speaker: Jim Oberweis, CFA, President, Oberweis Asset Management
Small cap vs. large cap. Growth vs. value stocks. Confused about which area to concentrate on? Come to our November 20 meeting where you will gain a much clearer understanding of one investing style combination: world-wide small-cap growth stocks. Attend this presentation to learn how to spot rapidly growing small-cap firms in the most dynamic phase of their development. Learn how to recognize growth/value cycles and profit from changes in investor risk preferences. Learn how current high growth small-cap stock valuations stack up against history. Jim Oberweis will share his favorite small-cap picks to buy now. All attendees can receive a three-month subscription to the Oberweis Report Newsletter.

LOCATION: Sequoya Branch of the Madison Public Library, 4340 Tokay Blvd., Madison, WI, 53711, 608/266-6385. The new Sequoya Branch of the Madison Public Library is located in the Midvale Shopping Center, about halfway between the Beltline and University Avenue. Enter the library from either Tokay Blvd. or from the center’s parking lot.

Cost: Free; guests welcome

Mutual Fund Subgroup
Contact: Scott Berg, 262-797-8772,; or Karen Hager 262/255-2849
Date/Time: Thursday, October 17, 2013, 6:00 p.m.
LOCATION: Midway Hotel, 1005 S. Moorland Rd, Brookfield, 262/786-9540. The Milwaukee Mutual Fund (MMFG) will be continuing the new format started in September. MMFG will hold its meeting at the Midway starting at 6:00 p.m., before the main Milwaukee chapter meeting. The meeting will no longer be held at the Brookfield Library. Scott Berg has returned as chairman. The November meeting topics will be chosen at the October meeting. You are welcome to discuss this change with Scott by emailing or phoning him at 262-797-8772. Note: you will need to register for the main chapter meeting to attend this subgroup meeting.

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