Oberweis Asset Management Inc/
Oberweis Asset Management, Inc. is a privately held investment adviser headquartered in Lisle, Illinois. Founded in 1989, the firm specializes in managing equity portfolios for a mix of mutual funds and institutional separate accounts, serving both retail and institutional investors. OAM is known for its expertise in identifying market inefficiencies in equities globally, focusing on rigorous qualitative and quantitative research. The firm emphasizes team-based investment management and has a stable organization with investment professionals averaging at least 18 years of industry experience.
Investment Strategy
Oberweis Asset Management’s investment strategy revolves around identifying rapidly growing smaller and medium-sized companies that may offer greater return potential. The firm seeks out stocks in pockets of market inefficiency globally, leveraging a seasoned team to evaluate signals and catalysts for growth. They employ both qualitative and quantitative analysis to assess businesses, aiming to capture appreciation in companies with strong and durable business plans. The funds managed by Oberweis invest internationally and in US markets, often via separately managed accounts (SMAs) and mutual funds, with particular focus on growth and change catalysts.
Top Holdings
Equity Positions (180)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CRDO | Credo Technology Group | 3.06% | $70.2M | 758,568 | $34.54 | $92.59 | +$19.6M |
A ADMA | ADMA Biologics, Inc. | 2.48% | $57.1M | 3,135,890 | $10.04 | $18.21 | -$10.9M |
A AAOI | Applied Optoelectronics Inc. | 2.11% | $48.5M | 1,888,041 | $17.96 | $25.69 | +$27.2M |
S SN | SharkNinja, Inc. | 2.09% | $48.0M | 484,560 | $75.65 | $98.99 | +$6.2M |
E EHC | Encompass Health Corporation | 1.92% | $44.0M | 359,025 | $80.33 | $122.63 | +$6.5M |