Investment Philosophy

EntrepreneurShares employs a proprietary set of quantitative and qualitative filters developed over 20+ of academic research by Joel Shulman, Ph.D., CFA (Professor of Entrepreneurship at Babson College). Dr. Shulman’s research asserts that organizations which emphasize entrepreneurial culture, organic growth, and aligned compensation trump corporate bureaucracy over time. Entrepreneurial leaders tend to keep their organization costs lean, debt levels manageable, and expansion projects within reach. These visionary leaders have economic and non-economic incentives to create value within their organizations.

Ultimately, these benefits are reflected in earnings growth, stock price appreciation, and above average employment growth. Investing in companies based on our core fundamental characteristics will provide the foundation to build a high conviction portfolio that has the potential to generate strong alpha and upside capture.

See how we do it.