Oberweis Small-Cap Opportunities Fund
OBSOX
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- Oberweis Small-Cap Opportunities Fund (OBSOX) is a mutual fund that seeks capital appreciation by investing primarily in small-cap growth companies with significant long-term growth potential. Managed by Oberweis Asset Management, Inc., the fund normally invests at least 80% of its net assets in securities of small-cap companies defined by market capitalizations within the range of the Russell 2000 Growth Index holdings at the time of initial investment; it focuses principally on common stocks of U.S.-headquartered firms exhibiting under-appreciated revenue and earnings growth, improving profitability, and accelerating fundamentals. The fund targets sectors such as technology, healthcare, consumer discretionary, and industrials, serving individual and institutional investors seeking high-growth equity exposure. Oberweis Asset Management, Inc., the fund's adviser, was established in 1989 and is privately held with headquarters in suburban Chicago, Illinois; it maintains a global research presence in New York, London, and Hong Kong to identify opportunities in micro-, small-, and mid-cap equities worldwide. The firm offers strategies through separately managed accounts and its proprietary mutual fund family, including OBSOX's Investor Class shares alongside institutional variants like OBSIX. Recent portfolio adjustments by Oberweis Asset Management include significant increases in holdings such as Credo Technology Group Holding Ltd, Doximity Inc, and SharkNinja Inc as of late 2024, alongside new positions in Levi Strauss & Co., The New York Times Company, and Genius Sports Limited, reflecting ongoing active management to capture emerging small-cap growth inflection points. While the Small-Cap Opportunities Fund itself has maintained its core strategy without structural changes, the broader Oberweis Funds family underwent a reorganization in 2023, merging the former Oberweis Emerging Growth Fund into the Global Opportunities Fund to streamline international offerings with a multi-class structure. Updated prospectuses filed in May 2025 confirm no major shifts specific to OBSOX, with operations continuing to emphasize U.S.-centric small-cap investments amid volatile market conditions.