Oberweis Asset Management Inc/ 13F annual report (2024)

Oberweis Asset Management Inc/ 13F annual report. Oberweis Asset Management Inc/ is an investment fund managing more than $1.63 trillion ran by Thomas Joyce. There are currently …

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Oberweis Asset Management Inc/ 13F Annual Report (2024)

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Oberweis Asset Management Inc/ 13F annual report. Oberweis Asset Management Inc/ is an investment fund managing more than $1.63 trillion ran by Thomas Joyce. There are currently …

wallmine.com

29%
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OBERWEIS ASSET MANAGEMENT INC/ Top 13F Holdings

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Their last reported 13F filing for Q2 2024 included $1,631,299,855 in managed 13F securities and a top 10 holdings concentration of 17.29%. Oberweis Asset Management Inc/'s largest holding …

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Micro-Cap Fund - Oberweis Asset Management

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The Oberweis Micro-Cap Fund is a no-load fund. 1.28% Net. N/A. $1,000,000. The gross expense ratio of expense offset arrangements and expense reimbursements was 1.53% and 1.28% for …

oberweisfunds.com

9%
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Passaic Partners 13F Annual Report (2024) - Wallmine

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As of 7th August 2024, Passaic Partners’s top holding is 560,543 shares of Spdr S&p 500 Etf Tr currently worth over $305 billion and making up 44.9% of the portfolio value. In addition, the …

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$12
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Rovida Advisors 13F Annual Report (2024) | Wallmine

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Rovida Advisors closed its position in NextEra Inc on 13th August 2024. It sold the previously owned 200,000 shares for $12.8 billion. Clive Mackintosh also disclosed a decreased stake in …

wallmine.com

FAQs about Oberweis Asset Management Inc/ 13F annual report (2024) Coupon?

What are the Oberweis funds holdings?

The Oberweis Funds release the top 10 holdings as of the most recent quarter-end after a 60-day lag. A complete list of holdings can be obtained by contacting a shareholder services representative after the aforementioned 60-day delay periods. The Oberweis Funds invest primarily in small-cap companies, which may have volatile price movements. ...

What is Oberweis asset management obligated to pay obsox?

Oberweis Asset Management, Inc. (OAM), the Fund’s investment advisor is contractually obligated through April 30, 2025 to reduce its management fees or reimburse OBSOX to the extent that total ordinary operating expenses exceed in any one year 1.25% expressed as a percentage of the Fund’s average daily net assets and for OBSIX 1.00%. ...

Do Oberweis funds invest in small-cap companies?

The Oberweis Funds invest primarily in small-cap companies, which may have volatile price movements. Continuous publication of the Funds’ current holdings has the potential to affect trading volume and the prices of the securities in which the Funds invest. ...

How do I get a copy of the Oberweis funds prospectus?

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. *December 31, 2023 data. ...

Why should you invest at Oberweis?

The investment team at Oberweis has established its record of success using academically documented market inefficiencies to identify investable opportunities globally. We believe smaller companies are the key to sustainable portfolio growth, whether that growth comes from innovation or the market’s mispricing of a company’s true potential value. ...