Oberweis Focused International Growth Fund (OFIGX)

Overview

The fund is an investment entity that primarily focuses on allocating its assets in securities of companies that are not based in the United States. It adheres to a strategy where, under normal conditions, at least 80% of its net assets are invested in international securities. This investment approach targets companies that either operate under laws other than U.S. laws, are mainly traded on foreign exchanges, or have significant economic ties outside of the United States, as depicted by their assets or revenue sources.

Products and Services

• Equity Securities of Non-U.S. Companies

  This product includes shares of companies that are organized under the laws of countries other than the United States. The fund invests in these securities to provide investors with exposure to international markets and potential growth opportunities outside the American economic sphere.

• Shares Primarily Traded on Foreign Exchanges

  The fund also targets equity securities that are primarily traded on stock exchanges or over-the-counter markets outside of the United States. This criterion aims to diversify the investment portfolio by tapping into the performance of companies primarily active in international markets.

• Companies with Significant Foreign Assets or Revenues

  Another key aspect of the fund's investment strategy is to look for companies that either have at least 50% of their assets located outside the United States or derive at least 50% of their revenues from operations outside the United States. This approach focuses on companies that, while they may be globally operated or have a presence in the U.S., still have a substantial portion of their business anchored in foreign markets.