Kenneth S. Farsalas

Director of US Equities, Portfolio Manager & Principal at Oberweis Asset Management, Inc.

Kenneth S. Farsalas

Kenneth S. Farsalas

Director of US Equities, Portfolio Manager & Principal at Oberweis Asset Management, Inc.

Overview
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Chief Investment Officer at Oberweis Asset Management, Inc.

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Principal at Oberweis Asset Management, Inc.

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Assistant Portfolio Manager Principal at Oberweis Asset Management, Inc.

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Lead Portfolio Manager for the International Opportunities Strategy & Principal at Oberweis Asset Management, Inc.

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Director of Trading Principal at Oberweis Asset Management, Inc.

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Chief Compliance Officer, Director, Chief Financial Officer, Executive Vice President & Secretary at Oberweis Asset Management, Inc.

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Director of Institutional Marketing & Client Service Principal at Oberweis Asset Management, Inc.

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National Key Accounts Director, Advisor Sales at Oberweis Asset Management, Inc.

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Founding Member at Oberweis Asset Management, Inc.

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Principal at Oberweis Asset Management, Inc.

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Kenneth S. Farsalas
Director of US Equities, Portfolio Manager & Principal at Oberweis Asset Management, Inc.
Education

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

MBA in Finance & Accounting

The University of Chicago Booth School of Business is a graduate business school located in Chicago, Illinois, at the University of Chicago. Formerly known as the University of Chicago Graduate School of Business, Chicago Booth is the second-oldest business school in the U.S., the first such school to offer an Executive MBA program, and the first to initiate a Ph.D. program in business. The school was renamed in 2008 following a $300 million endowment gift to the school by alumnus David G. Booth. The school has the third-largest endowment of any business school. The school's flagship campus is located in the Hyde Park neighborhood of Chicago on the main campus of the university. The school also maintains additional campuses in London and Asia (originally Singapore, but in July 2013 a move to Hong Kong was announced), as well as in downtown Chicago on the Magnificent Mile. In addition to conducting graduate business programs, the school conducts research in the fields of finance, economics, quantitative marketing research, and accounting. Chicago Booth is currently ranked first in the United States by Bloomberg Businessweek and first globally by the Economist.

Memberships
Member
Current

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Member
Current

CFA Society Chicago, aims to lead the investment profession by promoting the highest standards of ethics, education, and professional excellence; to shape an investment industry that serves the greater good; and to serve as the premier local resource for Chartered Financial Analyst designees, candidates, other investment professionals and our communities. Founded in 1925, CFA Society Chicago has more than 4,200 members and is the world's oldest investment analysts' society.

Career History
Director of US Equities, Portfolio Manager & Principal
2004 - Current

Oberweis Asset Management is a bottom-up, active manager that searches for what they believe are superior fundamental, growth, and valuation characteristics in small- and mid-cap equities globally. Oberweis focuses on identifying undervalued companies with earnings power the firm believes is significantly higher than market expectations. Oberweis offers the following growth-oriented investment strategies: Micro-Cap Growth, Small-Cap Opportunities, International Opportunities, Global Small-Cap, and China Opportunities.The Oberweis family of funds is comprised of six funds: Oberweis Micro-Cap Fund, Oberweis Small-Cap Opportunities Fund, Oberweis Emerging Growth Fund, Oberweis China Opportunities Fund, Oberweis International Opportunities Fund, and Oberweis International Opportunities Institutional Fund).

Managing Director & Director of Research
Prior - 2004

Dearborn Partners' Institutional Client strategies focus on publicly-traded equity and government debt securities. The equity securities may include common stock, preferred stock and warrants and shares of equity mutual funds. The debt securities are government and government agency debt and money market mutual funds. The firm offers a variety of investment products including Large Cap Value, Large Cap Growth, Large Cap Core, Small Cap Value, Focus (Concentrated) Value, Opportunistic (All Cap) Value, and Disciplined Duration Management. Dearborn provides most of their institutional strategies through sub-advisors (third party SEC-registered investment advisors).The firm's Large Cap Growth product employs fundamental business, macroeconomic and technical analyses to identify the stocks of publicly-traded US companies with a market-cap greater than $5 billion. Companies are screened for above-industry growth rates in sales and earnings, balance sheet strength and shareholder value creation. The portfolio typically holds 45-50 securities.Dearborn Partners Large Cap Value employs a fundamental, bottom-up stock selection process to identify the stocks of publicly-traded US companies with a market-cap greater than $3 billion. Companies are screened for strong and sustainable returns on invested capital, consistent free cash flow generation, balance sheet strength and shareholder value creation. The portfolio is monitored for valuation opportunities, with the final portfolio typically holding 25-35 securities.The Large Cap Core strategy applies fundamental business and macroeconomic analyses to US traded securities of companies with market capitalizations above $5 billion. Companies are screened for balance sheet strength, free cash flowgeneration, improving returns on capital, and shareholder value creation. The portfolio typically holds between 35-45 securities.Dearborn's Small Cap Value strategy invests in a diversified portfolio of small market-cap companies. The portfolio typically holds 45-55 equity positions and cash positions of less than 10%.The Focus (Concentrated) Value strategy invests in a concentrated portfolio of small-cap companies. It uses a non-diversified, conviction investment style, typically holding 15-25 equity positions and cash positions of less than 10%. The Opportunistic (All Cap) Value strategy invests in a diversified portfolio of companies, across the entire market-cap spectrum. Portfolios typically hold 45-70 equity positions and cash positions of less than 10%.Dearborn Disciplined Duration Management fixed-income strategy is a customized, absolute return, duration management strategy. It uses US treasury securities and seeks to produce a positive return over specific time periods regardless of the directional move in interest rates. It also seeks to produce positive results in both rising and falling interest rate environments by dynamically managing the duration of the portfolio. This strategy is managed by Dearborn personnel and not through sub-advisors.

Portfolio Manager & Research Analyst
Prior

Sterling Johnson Capital Management's (SJC) investment approach is based on the belief that superior investment returns are generated over the long-term through investments in under followed companies that are experiencing dramatic acceleration in earnings and revenue growth. The firm invests mainly in the stocks of small- and micro-cap companies with: (1) dramatically accelerating earnings (2) strong and improving financials (3) strong company relative price strength (4) strong industry relative price strength and (5) low institutional ownership/sponsorship. SJC may sell a position when there is declining relative price strength and/or decelerating earnings momentum. Relative industry price strength is also considered as a factor in sell decisions. The firm may also sell a stock if the fundamental reasons for purchasing the stock are no longer valid.Though not limited by sector, SJC tends to invest in the stocks of US small- and micro-cap companies in the electronic technology, health technology and technology services sectors. the firm maintains a high turnover rate.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$1,000 +
2013

Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. In 1853 the founders purchased a 379-acre tract of land on the shore of Lake Michigan 12 miles north of Chicago. They established a campus and developed the land near it, naming the surrounding town Evanston in honor of one of the University's founders, John Evans. After completing its first building, its first building in 1855, Northwestern began classes that fall with two faculty members and 10 students. Northwestern has three campuses and a total of 12 Schools and Colleges (one of which is located in South Florida. Two campuses are located on Lake Michigan, a 240-acre campus in Evanston, the first suburb north of Chicago, and a 25-acre campus in Chicago. One campus is located in Doha, Qatar. Northwestern University combines innovative teaching and pioneering research in a highly collaborative environment that transcends traditional academic boundaries. It provides students and faculty exceptional opportunities for intellectual, personal and professional growth in a setting enhanced by the richness of Chicago.

Political Donations
$500
2007

Senator from the 25th District at Illinois State Senate

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