Oberweis Securities, Inc. is a registered investment management firm operating under the Investment Company Act of 1940 as an open-end, diversified management company with qualification for sale across all 50 states. Founded on May 2, 2003, and headquartered in Lisle, Illinois, Oberweis Securities has established its presence in Leon County, Florida. The firm is led by President James W. Oberweis and Chief Compliance Officer Thomas P. Joyce.
Central to the investment philosophy of Oberweis Funds is the 'Oberweis Aperture,' a distinctive strategy employed to identify companies with superior growth potential at attractive valuations that do not yet reflect their earnings capability. This approach sharpens stock selection processes and helps to avoid overpaying for smaller-cap stocks, thereby optimizing risk management in targeted investments.
The firm seeks investment opportunities in sustainable businesses characterized by strong competitive positioning through niche market leadership, intellectual capital, or unique manufacturing capabilities—essentially seeking high barriers against new competition. Additionally, Oberweis invests in profitable and scalable business models that demonstrate increasing net profit margins as revenue grows.
Key investment criteria include targeting companies that are significantly undervalued based on forward-looking PEG ratio calculations, demonstrating positive earnings surprises, or positioned at a change inflection point (e.g., through new products, management teams, or regulatory shifts). Focusing on small and mid-cap firms not extensively analyzed by other investors allows the firm to uncover potentially misunderstood investment opportunities.
For further information about Oberweis Securities and its offerings, inquiries can be directed to their mailing address at 3333 Warrendale Road, Suite 500, Lisle, IL, or through various contact numbers provided on their official website: oberweissecurities.com.
KEY FACTS ABOUT OBERWEIS SECURITIES, INC.
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US Businesses
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Companies in Florida
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Leon County Companies
- Company name
- OBERWEIS SECURITIES, INC.
- Status
- Active
- Filed Number
- F03000002237
- FEI Number
- 364106772
- Date of Incorporation
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May 2, 2003
Age - 23 years
- Home State
- IL
- Company Type
- Foreign for Profit
CONTACTS
- Website
- http://oberweissecurities.com
- Phones
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(800) 323-6166
(630) 577-2300
(630) 245-0467
(800) 245-7311
OBERWEIS SECURITIES, INC. NEAR ME
- Principal Address
- 3333 WARRENVILLE ROAD,
SUITE 500,
LISLE,
IL,
60532
See Also