OBIIX – Fund Analysis – Oberweis International Opps Instl | Morningstar

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Will OBIIX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable OBIIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the OBIIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of OBIIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An experienced team steers this volatile option.

Senior Analyst Stephen Welch

Stephen Welch

Senior Analyst

Summary

Although Oberweis International Opportunities went through a recent rough patch, it benefits from a veteran manager and stable team.

by Stephen Welch

Rated on Aug 29, 2024 Published on Aug 29, 2024

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