Oberweis China Opportunities Fund
OBCHX
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- Oberweis China Opportunities Fund (OBCHX) is an open-end mutual fund that seeks long-term capital appreciation by investing principally in the common stocks of companies benefiting from growth in Greater China; it normally invests at least 80% of its net assets in China securities, including those accessed through the Shanghai-Hong Kong Stock Connect and Shenzhen-Hong Kong Stock Connect, as well as equity-linked certificates providing exposure to otherwise inaccessible foreign-traded shares; the fund targets companies across market capitalizations with no restrictions, though it generally emphasizes small- to mid-size growth stocks in sectors such as consumer discretionary, information technology, financials, and communication services. Managed by Oberweis Asset Management, Inc., with James Oberweis since inception and sub-adviser Barry Wang since 2016, the fund operates within the China Region category and maintains a portfolio of approximately 67 holdings, including major positions in Tencent Holdings Ltd., Alibaba Group Holding Ltd., Xiaomi Corp., and Pop Mart International Group Ltd. Launched on October 3, 2005, the fund is domiciled in the United States and headquartered at 3333 Warrenville Road, Suite 500, Lisle, Illinois, under privately held Oberweis Asset Management, established in 1989 with research offices in New York, London, and Hong Kong. The fund serves individual and institutional investors seeking exposure to Greater China equities, with total net assets of approximately $44-54 million and a net expense ratio of 2.16%; it exhibits above-average growth style characteristics and high portfolio turnover of 155%. In recent years, the fund navigated significant Chinese policy shifts in 2024, which impacted its strategy focused on fundamental analysis and earnings growth, leading to underperformance relative to the MSCI China Net Index for the 12 months ended December 31, 2024; no major acquisitions, partnerships, funding rounds, or product launches specific to OBCHX were reported in 2024-2025, though Oberweis Asset Management pursued related reorganizations in its international opportunities funds in 2023 to consolidate structures and enhance efficiency.