How Do We Invest

We incorporate a proprietary investment model which applies a global, bottom-up filtering process. Our 15 "entrepreneur" factors utilize both qualitative and quantitative criteria. We apply our criteria to the global investment universe and screen for entrepreneurial companies with market caps ranging from $300MM to $5B.

Small Cap Fund

The investment objective of the Entrepreneur US Small Cap Fund is to provide positive alpha and upside capture for its clients. The fund is benchmarked against the Russell 2000 Index. The selection process utilizes quantitative filters for initial screenings and then applies qualitative, fundamental analysis for final active selections.

Large Cap Fund

The investment objective of the Entrepreneur US Large Cap Fund is to provide positive alpha and upside capture for its clients. The fund is benchmarked against the S&P 500 Index. The selection process utilizes quantitative filters for initial screenings and then applies qualitative, fundamental analysis for final active selections.

Global Fund

The investment objective of the Entrepreneur Shares Global Fund is to provide positive alpha and upside capture for its clients. The fund is benchmarked against the MSCI World Index. The selection process utilizes quantitative filters for initial screenings and then applies qualitative, fundamental analysis for final active selections.

Entrepreneur Factor

"Our EntrepreneurShares strategy is considered very distinct among other equity managers. After many years of academic research at one of the leading business schools in Entrepreneurial studies, we have developed a proprietary 15 factor model that assesses corporate behavior."

— Joel M. Shulman Ph.D., CFA — Founder & Managing Director

We are entrepreneurs at heart

We are entrepreneurs and investors ourselves and we know how important it is to be well educated in finding the most cost effective solutions.

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