Global Investing in Entrepreneurial Stocks

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.

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

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.

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

Platforms for Retail Investors	Entrepreneurs ETF (ENTR)	US Small Cap Mutual Fund (IMPAX)	Global Mutual Fund (ENTIX)	More Information
Charles Schwab	√	√	√	All ERShares Funds are available.
E-Trade	√	√	√	All ERShares Funds are available.
Fidelity	√	√	√	All ERShares Funds are available.
Interactive Brokers	√	√	√	All ERShares Funds are available.
Robinhood	√	√	√	All ERShares Funds are available.
TD Ameritrade	√	√	√	All ERShares Funds are available.

Platforms for Institutional Investors	Entrepreneurs ETF (ENTR)	US Small Cap Mutual Fund (IMPAX)	Global Mutual Fund (ENTIX)	More Information
LPL Financial LLC		√	√	All ERShares Mutual Funds are available through an LPL advisor relationship.
Matrix Trust Company (MSCS/MG Trust/Broadridge)		√	√	All ERShares Mutual Funds are available to Matrix Trust affiliates.
Pershing	√	√	√	All ERShares funds are available through Pershing affiliates, broker-dealers & RIAs.
SEI Private Trust Company	√	√	√	All ERShares Mutual Funds are available to SEI Private Trust Company affiliates.
Sentinel Securities, Inc.		√	√	The ERShares US Small Cap Fund (IMPAX) and ERShares US Large Cap Fund (IMPLX) is available on the Sentinel platform and ERShares has other Mutual Funds distribution agreements with Sentinel Securities, Inc.
UBS Financial Services, Inc.	√	√	√	All ERShares ETFs and the ERShares US Small Cap Fund (IMPAX) are available on the UBS plaform to investors with a UBS account.
Wells Fargo Clearing Services, LLC		√	√	The ERShares US Large Cap Fund (IMPLX) is available to Well Fargo affiliates and ERShares has other Mutual Funds distribution agreements with Wells Fargo Clearing Services, LLC.
Advisor Group		√	√	ERShares has Mutual Funds distribution agreements with the Advisor Group.
Ameriprise		√	√	ERShares has Mutual Funds distribution agreements with Ameriprise .
Benefit Trust Company		√	√	ERShares has Mutual Funds distribution agreements with the Benefit Trust Company.
Hand Securities, Inc.		√	√	ERShares has Mutual Funds distribution agreements with Hand Securities, Inc.
Reliance Trust Company		√	√	ERShares has Mutual Funds distribution agreements with the Reliance Trust Company.
Saturna Brokerage Services, Inc.		√	√	ERShares has Mutual Funds distribution agreements with Saturna Brokerage Services, Inc.
Winslow, Evans & Crocker, Inc.		√	√	ERShares has Mutual Funds distribution agreements with Sentinel Securities, Inc.
Sawtooth	SMA	SMA	SMA	Sawtooth offers its affiliates access to the ERShares Small Cap, ERShares Mid Cap, ERShares Large Cap, ERShares Entrepreneur 30/Pure Strategies.

Why ERShares

Entrepreneur Factor®

Entrepreneurial Disruption