Oberweis Global Opportunities Fund Investor Class
OBEGX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
•
in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management - Global
- Address
- 3333 Warrenville Road Lisle IL United States of America 60532
- IPO Date
- Jan 7, 1987
- CIK
- 0000803020
- Website
- oberweisfunds.com
- Similar Companies
- Business
- Oberweis Global Opportunities Fund Investor Class (OBEGX) is a mutual fund managed by Oberweis Asset Management, Inc., focusing on long-term capital appreciation through investments in small- and mid-cap growth stocks with global exposure. The fund invests primarily in equity securities of companies demonstrating high earnings growth potential, including common stocks, preferred stocks, and convertible securities; it emphasizes sectors such as technology, healthcare, consumer discretionary, and industrials, with a portfolio typically comprising 40 to 70 holdings selected via a proprietary growth-oriented research process. OBEGX offers daily liquidity to investors through its Investor Class shares, which carry a minimum initial investment and are distributed via financial advisors, broker-dealers, and retirement plans. Established in 2001 and domiciled in the United States with headquarters in Lisle, Illinois, the fund operates globally, targeting high-growth companies across North America, Europe, Asia, and emerging markets without geographic restrictions beyond U.S. regulatory compliance. Oberweis Asset Management, the fund's adviser and a subsidiary of Oberweis Dairy, Inc., provides research-driven management across its family of growth funds, serving individual investors, institutions, and high-net-worth clients. The fund benchmarks performance against the Russell 2000 Growth Index, employing a bottom-up stock selection approach that prioritizes companies with accelerating earnings, innovative products, and strong management teams. In recent developments, the fund maintained its growth focus amid market volatility in 2024-2025, with portfolio managers adjusting holdings to capitalize on artificial intelligence and biotechnology trends; no major mergers, acquisitions, or structural changes were reported for Oberweis Asset Management during this period, though the firm enhanced its global research capabilities through internal team expansions. OBEGX experienced net inflows in early 2025 driven by renewed interest in small-cap growth amid U.S. economic recovery under President Trump's administration, while adhering to its no-load structure with a 0.00% front-end sales charge for Investor Class shares. The fund continues to emphasize risk management via position limits and sector diversification, positioning it for opportunities in a dynamic international growth landscape.