General Investing >> Money Manager Interviews >> December 23, 2002
JAMES D. OBERWEIS is President of Oberweis Funds and Chairman of
the Board of Oberweis Asset Management. He started his career in
1968 as a junior high school math and science teacher. In 1970 he
became a stockbroker with a large retail brokerage firm. Mr.
Oberweis managed a branch for an NYSE member firm and in 1978,
along with his wife, Elaine, founded his own brokerage and
investment management firm. In 1976 Mr. Oberweis developed The
Oberweis Report, a monthly investment advisory newsletter
specializing in emerging growth companies. The Oberweis Report
was rated in the top five of all stock investment advisory
letters for a 10-year period through May 2000. Mr. Oberweis
started the Oberweis Emerging Growth Fund in January 1987 and has
been President and Portfolio Manager since inception. In 1996 the
Oberweis Micro-Cap Portfolio and Oberweis Mid-Cap Portfolio were
added. In 1997, along with his son Jim and other partners, he
started Oberweis.net, Inc. (since renamed Oberweis Securities),
an online trading and full service stock brokerage firm. He has
been quoted in many financial periodicals. Mr. Oberweis has an
undergraduate degree in Political Science from the University of
Illinois and an MBA from the University of Chicago. He has served
as a Director of both public and private corporations and the
Chicago Presidents' Organization. Profile
Management and your Micro-Cap Fund?
Mr. Oberweis: We manage about $200 million for high net worth
individuals, institutional
