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Contact: John Collins
The Oberweis Funds
Phone: (630) 577-2364
[email protected]
3333 Warrenville Road
Suite 500
Lisle, IL 60532
www.oberweisfunds.com
FOR IMMEDIATE RELEASE
The Oberweis Funds Win Three Prestigious 2015 Lipper Fund Awards
The Oberweis International Opportunities Fund (OBIOX) was named “Best Fund” by Lipper in the International Small/MidCap Growth Funds classification for both the three-year and five-year periods ended December 31, 2014*.
The Oberweis China Opportunities Fund (OBCHX) was named “Best Fund” by Lipper in the China Region classification for
the three-year period ended December 31, 2014*.
Chicago – April 2, 2015
Oberweis Asset Management, Inc. announced today that two of their funds
won 2015 Lipper Fund Awards.
For the second year in a row, The Oberweis International Opportunities Fund
(OBIOX) received two Lipper Fund Awards in the International Small/Mid-Cap
Growth Funds classification; one Award as the “Best Fund” over the three-year
period ending December 31, 2014, and one Award as the “Best Fund” over the
five-year period ending December 31, 2014. Lipper reported that the Oberweis
International Opportunities Fund won “Best Fund” out of 41 funds in that
classification for the three-year period and 34 funds for the five-year period*.
The Fund won the same two Lipper awards in 2014. The Oberweis International Opportunities Fund has been
managed since its inception in 2007 by portfolio manager, Ralf Scherschmidt.
The Oberweis China Opportunities Fund (OBCHX), won the Lipper Award as the “Best Fund” over the three-year
period ending December 31, 2014, out of 21 funds in the China Region classification*. The Fund is managed by John
Wong. The Lipper Awards recognize funds that have demonstrated consistent and strong risk-adjusted returns relative
to their peers.
The Oberweis International Opportunities Fund seeks to identify and capitalize on the long-term investment
opportunities offered by smaller-cap companies in Europe, the United Kingdom, Canada, Asia, Japan, and Latin
America. The Oberweis investment team uses a disciplined and structured approach, which takes advantage of a welldocumented behavioral finance phenomenon to identify under-followed companies undergoing positive changes in
business fundamentals that may drive strong earnings growth and positive earnings estimate revisions.
The Oberweis China Opportunities Fund seeks to identify and capitalize on the long-term investment opportunities
offered by companies in China, with an emphasis on small to mid-sized companies, which are positioned to benefit
from rising incomes and the growing middle and upper classes in China. Over the next decade or more, China’s
economy should shift from one based on natural resource development, infrastructure, and exports, to one driven
more by internal consumption demand for goods and services. Indeed, this shift in the economic drivers in China is
well under way.
Both funds are supported by an experienced and dedicated team of analysts and traders with international experience
and an extensive network of global contacts. To enhance their international research capabilities the research teams
have members based in Europe and Asia in addition to the U.S.
FOR RELEASE APRIL 2, 2015
MORE
OBERWEIS INTERNATIONAL OPPORTUNITIES FUND WINS TWO LIPPER AWARDS
PAGE 2
“I am very excited for Ralf, John, and their respective research teams,” said Jim Oberweis, President of Oberweis Asset
Management. “Their strong performance record is the result of years of dedication and hard work, and we have seen
tremendous interest in both the Oberweis International Opportunities Fund and the Oberweis China Opportunities Fund from
investors seeking exposure to international small-cap stocks.”
About Oberweis Asset Management, Inc.
Oberweis Asset Management, Inc. is based in Lisle, Illinois and specializes in smaller capitalization growth equity
management globally. The firm has over $1.5 billion in assets under management and manages assets for its own
seven-fund mutual fund family (The Oberweis Funds), for institutions, and for high-net-worth individuals.
For more information, contact:
John Collins
National Key Accounts Director, Advisor Sales
Oberweis Asset Management, Inc.
3333 Warrenville Road, Suite 500
Lisle, IL 60532
630-577-2364
[email protected]
Disclosures:
Past performance is no guarantee of future results. Investment return and principle value will fluctuate; investors may experience
gains or losses when shares are sold. You can obtain performance data current to the most recent month by visiting
oberweisfunds.com.
The Oberweis Funds invest in rapidly growing smaller and medium sized companies which may offer greater return potential.
However, these investments often involve greater risks and volatility. Foreign investments involve greater risks than U.S
investments, including political and economic risks and the risk of currency fluctuations. There is no guarantee that the funds can
achieve their objectives. Holdings in the Funds are subject to change. Before investing, consider the fund’s investment objectives,
risks, charges, and expenses. To obtain a copy of the prospectus or summary prospectus containing this and other information
please visit our website at oberweisfunds.com or call 800-323-6166. Read it carefully before investing.
The Oberweis Funds are distributed by Oberweis Securities, Inc. Member: FINRA & SIPC
*The Lipper Fund Awards program honors funds that have excelled in delivering consistently strong risk-adjusted performance,
relative to peers. In addition, the Lipper Fund Awards program recognizes fund families with high average scores for all funds within
a particular asset class or overall. The Lipper Fund Awards take place in 23 countries in Asia, Europe, MENA, and the Americas. The
awards winners are formally announced between January and April.
Lipper designates award-winning funds in most individual classifications for the three-, five-, and ten-year periods and fund families
with high average scores for the three-year time period. Please review the Lipper Fund Awards methodology document to learn
more about how the awards are calculated. Lipper Award designations are not intended to constitute investment advice or predict
future results and Lipper does not guarantee the accuracy of this information.
Lipper Fund Awards are part of the broader Thomson Reuters Awards for Excellence program. Please visit the Awards for Excellence
website for more details about the Lipper Fund Awards. If you have specific questions about please send an email to
[email protected].
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FOR RELEASE APRIL 2, 2015