About OBCHX
The Oberweis China Opportunities Fund is a mutual fund focused on achieving long-term capital appreciation by investing primarily in companies positioned to benefit from the growth of the Greater China region, including Mainland China, Hong Kong, and Taiwan. The fund typically allocates at least 80% of its net assets to securities from this region, employing an all-cap approach that encompasses a broad spectrum of company sizes—from small to giant capitalization firms. Notably, the fund emphasizes sectors poised for transformation, such as technology, consumer discretionary, and financial services, with top holdings including prominent firms like Tencent Holdings, Alibaba Group, and Taiwan Semiconductor Manufacturing Company.
The fund’s investment strategy leverages a combination of empirically-backed behavioral finance principles and rigorous, fundamental bottom-up research. This approach aims to identify companies undergoing significant positive changes that may be underappreciated by the broader market. The team managing the fund is based in China and Hong Kong, providing local market expertise and agility in decision-making. By targeting a region experiencing rapid economic evolution, the Oberweis China Opportunities Fund plays a notable role in offering investors focused exposure to the dynamic growth and transformation of the Greater China market.
Fund Family Oberweis
Category China Region
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol OBCHX
Share Class Investor Class
Index MSCI China NR USD
OBCHX had a total return of 16.61% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.85%.
