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Why ERShares?

Entrepreneur Factor®

Why ERShares?

Global Investing in Local Markets

Beyond America’s borders, the exponential growth and sustainability of Non-U.S. companies are undeniable in some categories. Success stories have emerged as businesses across the world are thriving in the recent uncertain global economy. These companies are showing exceptional growth and promise and are proving to be a worthwhile opportunity for global investing. At ERShares, we pride ourselves on tracking the most entrepreneurial companies around the world and are encouraged by the examples being set by many businesses we follow.

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The ERShares Difference

Innovative Entrepreneurship moves at a rapid pace and only the most capable leaders survive. Entrepreneurs typically provide the difference between success and failure and wealth creation versus wealth destruction. This holds true throughout the world irrespective of technology or market timing. At ERShares, we apply our proprietary methodology and global investment research to invest in the most innovative and entrepreneurial stocks.

ERShares Discovers Future, Global Game Changers

We take pride in our ability to discover strong, entrepreneurial stocks, in some cases, long before they become household names. We continue to apply the most sophisticated algorithms in unlocking extraordinary global investment opportunities. Will some become the next Apple or Amazon? No one can predict such things. However, we have confidence that if another company reaches a $1 trillion+ market cap, it is likely to be an entrepreneurial company with exceptional growth.

John Jacob Astor
American Fur Company
1808
Cornelius Vanderbilt
The People's Line
1829
John D Rockefeller
Standard Oil Company
1870
John Pierpoint Morgan
JPMorgan Chase & Co.
1871
Thomas Edison
Edison Illuminating Company
1880
Andrew Carnegie
Carnegie Steel Company
1892
Henry Ford
Ford Motor Company
1903
Coco Chanel
Chanel
1910
Walt Disney
The Walt Disney Company
1923
Byung-chul Lee
Samsung Group
1938
Estée Lauder
Estée Lauder Companies
Akio Morita
Sony
1946
Sam Walton
Walmart, Sam's Club
1962
Richard Branson
Virgin Group
1970
Dhirubhai/Mukesh Ambani
Reliance Industries Limited
1973
Bill Gates
Microsoft Corporation
1975
Steve Jobs
Apple
1976
Kiran Mazumdar-Shaw 
Biocon
1978
Jensen Huang
Nvidia
1993
Jeff Bezos
Amazon.com
1994
Martine Rothblatt
United Therapeutics Corporation
1996
Hiroshi Mikitani
Rakuten
Reed Hastings
Netflix
William Ding
NetEase
1997
Larry Page, Sergey Brin
Google
Ma Huatang
Tencent
1998
Jack Ma
Alibaba Group Holding Limited
Marc Benoiff
Salesforce
1999
Elon Musk
Tesla
Qunfei Zhou
Lens Technology
2003
Mark Zuckerberg
Facebook
2004
Robert Pera
Ubiquiti Networks
2005
Jack Dorsey
Twitter
2006
Emily Leproust
Twist Bioscience
2013

About ERShares

Investing in Global Game Changers: The Entrepreneur Factor®
ERShares has some updates about performance. Read the update here.
ERShares is an Asset Management Firm. One of the first (if not the first) thematic strategy. Our research goes back 20 years.
We invest in global, publicly traded, entrepreneurial companies through our two ETFs and three Mutual Funds. At ERShares we ensure the right technology is matched with the right leaders. We believe that without the best entrepreneurial minds, technology alone won’t get results in the long run.
Through our extensive research, we have developed an Entrepreneur Factor® that has been shown to outperform peer benchmarks over a long time horizon. The ERShares proprietary investment model, powered by Thematic Research, delivers value to investors by identifying the most entrepreneurial publicly-traded companies that are run by leaders producing innovations that shape the future and drive wealth-creation.
Our detailed investment process and research are available on our website.

Connect with Us

The stocks we invest in are fast-moving high-flyers. They are among the fastest rising, and sometimes falling, securities in the world. They are strongly influenced by news events from both a political and economic perspective. Investors, like never before need close monitoring. We can help. We can alert you with quick updates through the week along with our keen insights regarding high performance growth stocks of interest.

We discuss weekly on various news programs such as Fox Business, CNBC, Yahoo Finance, Bloomberg, Wall Street Journal, Forbes, MarketWatch, Investing.com among others. Register with us for these important alerts and stay current on stories that affect YOUR stocks & Funds.

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Thematic Global Investing in Entrepreneurial Stocks Since 2005

2000

  • Joel Shulman begins developing the 15-Factor Entrepreneur Model while studying at Harvard University.

2004

  • After 11 years and 12,000+ candidates trained, CFA exam preparation business, The Shulman Review, is sold.
  • Joel Shulman writes Getting Bigger by Growing Smaller with Thomas Stallkamp, former DaimlerChrysler COO

2005

Long-Short Hedge Fund Launched

  • Invest long in publicly traded entrepreneurial companies and short those deemed bureaucratic.
  • $5M seed provided by a high-net-worth private investor.

2010

Long-Only Global Mutual Fund Launched (ENTIX)

  • This strategy carved out the long side of the long-short hedge fund, providing a separate record for the different performance streams. This included global equities, international equities, US large-cap, US mid-cap, US small-cap, etc, and audited by the Spaulding Group.

2013

U.S. Small Cap Mutual Fund Launched (IMPAX)

  • This strategy launched on 17 Dec. beginning as an SMA

2014

U.S. Large Cap Mutual Fund Launched (IMPLX)

  • This strategy launched on 30 June beginning as an SMA

2015

  • Long-short seed investor passes, hedge fund closes.

2016

Founder-CEO: Rules-Based Index Launched

  • Incorporates five key factors that align with motivated leadership and is computed and distributed by Reuters

2017

Entrepreneur 30 (ENTR: Rules-Based ETF Launched

  • This represents the 30 largest “Entrepreneurial” companies by market cap and incorporates 5 of 15 proprietary Entrepreneur Factor®s utilizing a strict rules-based approach.

2018

  • New ETF fund was launched
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