Meet Our Investment Manager: Oberweis Asset Management
Firm With 35+ Years of Specialised Micro cap Expertise Now Advising
The VAM US Micro and Small Cap Growth Funds
Why Oberweis
The Oberweis Investment Process
How Oberweis Identifies and Manages Micro Cap Growth Opportunities
Oberweis Asset Management’s investment process is grounded in a rigorous, time-tested approach to identifying micro cap companies at inflection points. The firm invests in businesses where earnings surprises signal a sustainable acceleration in fundamental performance – not temporary anomalies. Through proprietary, bottom-up stock-picking and deep fundamental research, the Oberweis team systematically identifies companies that the broader market is overlooking or undervaluing.
- Foundation of philosophy: behavioural finance phenomenon called Post-Earnings Announcement Drift (PEAD) that provides a source of alpha
- Investors systematically underreact to positive information contained in earnings reports
- Stocks drift in the direction of earnings surprises and revisions
- Oberweis capitalises on this market inefficiency by identifying these earnings inflections early and holding positions as the market gradually recognises the improving fundamentals
Investment Process Explained:
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Performance You can Trust. Expertise You Can Count On
The VAM US Micro Cap Growth Fund has has an excellent track record in the competitive US micro cap sector as demonstrated below.
+700% Outperformance vs Index
Source: Lipper IM. Data as of 31st January 2026. Inception date of E share class is 7th March 2012. Past performance should not be taken as an indication or guarantee of future performance.
Top Decile Fund
since inception
1st
out of
117
UCITS funds on Lipper Global Equity US SM&MID Cap
Source: Lipper IM. Data as of 31st January 2026. Inception date of E share class is 7th March 2012. Past performance should not be taken as an indication or guarantee of future performance. Other share classes available. This ranking only relates to a particular share class and is not a reflection of the other share classes which can be lower.
Citywire Ranking
Source: Citywire as of 31st January 2026. Past performance should not be taken as an indication or guarantee of future performance. Other share classes available. This ranking only relates to a particular share class and is not a reflection of the other share classes which can be lower.
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Why the VAM US Micro Cap Growth Fund Deserves a Place in Your Clients' Portfolios
4 Pillars of Excellence
Dedicated Team
Stable and experienced team with significant personal capital invested in the underlying strategy
Disciplined Process
Maximising opportunities by letting winners run, ensuring the Fund captures the full lifecycle of growth
Robust Risk Management
At stock and portfolio level to mitigate downside risk in volatile micro-cap markets
Established Track Record
Consistent focus on achieving better returns per unit of risk compared to the index
The Fund Is Now Re-Opened: Here's What This Means for You
After a period of restricted capacity, we’re accepting new subscriptions for advisers seeking specialised US micro cap exposure with institutional-grade management.
✓ Institutional expertise – Oberweis’s 35+ years of micro cap specialisation
✓ Proven process – PEAD-based approach to identifying emerging growth
✓ Risk-managed growth – Downside protection in a volatile asset class
✓ Diversification benefit – Reduce concentration in mega cap technology
✓ Professional infrastructure – Research depth and operational excellence
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IMPORTANT - PLEASE READ
Sources: VAM and Oberweis Asset Management.
FOR PROFESSIONAL INVESTORS ONLY.
Disclaimer.
This is a marketing communication. This document is intended for use by professional financial advisers only. The distribution of VAM Funds and the offering of the shares may be restricted in certain jurisdictions. Private investors should contact their financial adviser for more details on any of the products featured. It is the responsibility of any person in possession of this document to inform themselves of, and to observe, all applicable laws and regulations of any relevant jurisdictions. Prospective applicants for shares should inform themselves as to the legal requirements and consequences of applying for, holding and disposing of shares and any applicable exchange control regulations and taxes in the countries of their respective citizenship, residence or domicile. Read Full Disclaimer
