ERShares Entrepreneur ETF (ENTR) selects the most entrepreneurial, primarily US Large Cap companies, that meet the thresholds embedded in their proprietary Entrepreneur Factor (EF).
Their EF incorporates a bottom-up investment orientation, powered by artificial intelligence (AI), that stands above other investment factors such as: momentum, sector, growth, value, leverage, market cap (size) and geographic orientation. Moreover, with the aid of AI and Thematic Research, ERShares incorporates a macro-economic, top-down approach that integrates changing investment flows, innovation entry points, sector growth and other characteristics into a dynamic, global perspective model.
ERShares EF delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics. ERShares’ research, developed at Harvard University, has been widely disseminated in leading investment journals around the world and has surpassed independent peer review. This proprietary research, and ERShares’ long standing position as one of the first (if not the first) thematic investment managers (established in 2005), enables them to maintain their leadership status within the community of disruptive, innovative and Entrepreneurial investment strategies.
Many of the ENTR portfolio companies experience unique cost efficiencies and demand explosions, through disruptive innovation adjustments in their respective industries. The ENTR ETF exploits these demand expansions/cost utilizations through its investment methodology applied across a multitude of industrial sectors though typically has a penchant to concentrate primarily on sectors within Information Technology, HealthCare, Communication Services and Consumer Discretionary. Portfolio constituents include world-class entrepreneurs who drive disruptive innovation and wealth creation. Leadership cohorts often include well-known entrepreneurs, such as Elon Musk or Jeff Bezos, but the secret sauce incorporates the next generation of exceptional leaders.
Joel Shulman, founder of ERShares, is a global asset manager that has successfully managed professional assets for ultra-high net worth, pension funds and other institutional investors for 15+ years. He is a frequent contributor to major news networks and print media commenting on Market issues. In addition to ENTR, ERShares also offers another ETF (ERSX), separately managed accounts and several mutual funds.