Oberweis Mutual Funds
Mid-Cap Fund
 Portfolio Managers
(PDF)
Account Services
Mutual Fund Performance
About Us
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The Oberweis Mid-Cap Fund is managed by the following team at
Oberweis Asset Management, Inc.
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James W. Oberweis, CFA
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President &
Portfolio Manager
Principal
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| Jim is President of
Oberweis Asset Management and oversees all
investment research at Oberweis. He has spent his
entire career managing portfolios of high growth,
small cap companies. Jim is a holder of the
Chartered Financial Analyst (CFA) designation. Jim
earned an MBA with high honors from the University
of Chicago and a BS in Computer Science from the
University of Illinois. He has been a featured guest
on CNBC and Bloomberg television and authors a
growth stock column for Forbes. Jim is a member of
the Young Presidents Organization (YPO), the
Economic Club of Chicago, the Investment Analysts
Society of Chicago, and the CFA Institute. |
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Kenneth S. Farsalas, CFA
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Portfolio Manager &
Director of U.S. Equities
Principal
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| Ken joined Oberweis
Asset Management, Inc. in November 2004 and is a
Portfolio Manager for the firm’s domestic
strategies. He has over 14 years of investment
industry experience. Previously, he was employed at
Dearborn Partners LLC, where he was a Managing
Director and the Director of Research. Prior to
that, Ken worked as a small cap Research Analyst and
Portfolio Manager at Sterling Johnston Capital
Management, and began his career at SEI Capital
Resources as an Investment Consultant. Ken is a
holder of the Chartered Financial Analyst (CFA)
designation. He earned an MBA in Finance and
Accounting from the University of Chicago and a BS
in Journalism and Economics from Northwestern
University. He is a member of the Investment
Analysts Society of Chicago and the CFA Institute.
Ken has been featured on Forbes.com and has provided
commentary on various investment issues to
Investor’s Business Daily, Reuters and Bloomberg. |
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David I. Covas, CFA
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Portfolio Manager
Principal
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Dave has spent his
career at Oberweis Asset Management, joining the
firm in July 1997. He is currently a Portfolio
Manager for the firm’s domestic strategies. Dave is
a holder of the Chartered Financial Analyst (CFA)
designation as well as a CFP® certificant. He earned
an MBA from the University of Chicago and a BS in
Finance with honors from the University of Illinois.
He has been a guest of Bloomberg television and is a
member of the Investment Analysts Society of Chicago
and the CFA Institute.
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Jim E. Chartrand
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Director of Trading
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| Jim joined Oberweis
Asset Management in June 2005 as the Director of
Trading and has over 15 years of investment industry
experience. Previously, Jim was a Senior Equity
Trader at Waddell & Reed Investment Management
Company in Kansas City. He also worked for Paladin
Investment Associates as Director of Trading, where
he was responsible for managing all aspects of the
equity trading desk. He began his career with
Investment Advisers, Inc. in 1992, where he held
various positions within the operations and trading
departments. Jim earned a double major in Finance
and Economics from the University of St. Thomas, St.
Paul, Minnesota. He is a member of Security Traders
Association of Chicago. |
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Kevin Cowell
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Associate Analyst
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Kevin joined Oberweis
Asset Management in August 2006 as an Associate
Analyst. Kevin earned a BS in Finance and
Accountancy with high honors from the University of
Illinois. He has passed Level III of the Chartered
Financial Analyst (CFA) program and is currently
awaiting his designation.
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