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Oberweis China Opportunities Fund (OBCHX)
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Oberweis China Opportunities
7.06
+0.02
+0.28%
- Overview
- Profile
- Historical Data
- Holdings
OBCHX Overview
On this page you'll find an in-depth profile of Oberweis China Opportunities Fund. Learn about the key management, total assets, investment strategy and contact information of OBCHX among other information.
Investment Strategy
The investment seeks to maximize long-term capital appreciation. The fund invests normally at least 80% of its net assets in China securities. It invests principally in the common stocks of companies that the fund's investment adviser and sub-adviser believe have the potential for significant long-term growth in market value. The fund may invest in Chinese securities acquired through the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect, as well as equity-linked certificates which are expected to provide the fund exposure to certain classes of shares traded in foreign markets which would otherwise not be available to the fund.
Contact Information
Address
3333 Warrenville Road, Suite 500
Lisle,IL 60532
United States
Lisle,IL 60532
United States
Phone
-
Top Executives
| Name | Title | Since | Until |
|---|---|---|---|
| Barry Wang | Portfolio Manager | 2016 | Now |
| Biography | Barry Wang joined Oberweis Asset Management, Inc. (Asia) Ltd. in June 2011 as an Analyst on the China team and was promoted to Portfolio Manager in May 2016. Barry became President of Oberweis Asset Management (Hong Kong) Limited in September 2018. Previously, Barry worked at Wensli Group in Hangzhou, China as an equity research analyst with responsibility for the Chinese healthcare sector. He is a holder of the Chartered Financial Analyst (CFA) designation. Barry completed his Master's program in International Finance from Columbia University in May 2011. He also earned a Master’s degree in International Relations from Peking University and a Bachelor's degree in history from Beijing Normal University. Barry is fluent in Mandarin, Shanghainese and English. | ||
| James W. Oberweis | President | 2005 | Now |
| Biography | Jim is President of Oberweis Asset Management, Inc. and oversees all investment research at Oberweis. He has spent his entire career managing portfolios of high growth, small cap companies. Jim is a holder of the Chartered Financial Analyst (CFA) designation. Jim earned an MBA with high honors from the University of Chicago and a BS in Computer Science from the University of Illinois. He has been a featured guest on CNBC and Bloomberg television and authors a growth stock column for Forbes. Jim is a member of the Young Presidents Organization (YPO) and the Economic Club of Chicago. | ||
| John Wong | Senior Portfolio Manager, Vice President | 2010 | 2016 |
| Biography | John Wong is the President of Oberweis Asset Management (Asia) Ltd. He is the lead manager of the Asia Opportunities strategy and co-manager of the China Opportunities strategy. Prior to joining Oberweis Asset Management in September 2007, John was a Senior Portfolio Manager at Wells Fargo Bank in San Francisco. Prior to that, John was part of the International Small Cap investment team at Founders Asset Management and was also a Portfolio Manager of the CVO Greater China Fund at Offitbank. He is a holder of the Chartered Financial Analyst (CFA) designation and also holds a Certified Public Accountants (CPA) certificate. John earned an MBA from Stanford University and two BA degrees with high honors from Washington State University. John was born and attended schools in Singapore and is fluent in Mandarin, Cantonese, Taiwanese, Hainan and English. John is a member of the CFA Institute and is based in our Hong Kong office. | ||
| Vanessa Shiu | President, Director | 2005 | 2010 |
| Biography | Shiu is director of China Research at Oberweis Asset Management, Inc. She is also president of Oberweis Asset Management (Asia) Limited. Based in Hong Kong, she joined The Oberweis Funds in 2005. Prior to that, Shiu worked as a research associate with Bear Stearns Asia Ltd. from December 2004 to April 2005. | ||
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