Oberweis International Opportunities Fund Institutional Class (OBIIX)

Overview

The fund strategically focuses on investing a significant portion of its assets, specifically at least 80%, in securities of companies that are based outside the United States. This delineation includes entities that operate under laws other than those of the U.S., engage in a majority of their trade on exchanges or over-the-counter markets outside of the U.S., or have substantial operational and financial ties to markets outside of the United States. The fund’s objective is to offer investors exposure to international markets, diversifying investment portfolios by tapping into the potential of non-U.S. companies.

Products and Services

• Equity Securities of Non-U.S. Companies

This product focuses on the equity securities of companies that are either organized under laws outside of the United States or primarily traded on foreign exchanges. This category allows investors to engage in the global equities market, accessing a diverse range of sectors and economies not found within the U.S. This broad exposure aims to capture the growth and potential of international markets.

• Equity Securities with Significant Non-U.S. Operations or Assets

Targeting companies that, while they may be globally operating, have at least 50% of their assets or derive at least 50% of their revenues from activities outside of the United States. This segment offers investors the opportunity to invest in companies that, although potentially listed on U.S. exchanges or having a significant operational base in the U.S., are deeply intertwined with international markets. This approach seeks to leverage the global reach and impact of these companies for potential growth and diversification.