Unique investment strategies and above average performance

An Entrepreneur Strategy for Every Morningstar Classification

Our institutional clients including pension plans, endowments, consultants, corporations, and other institutions target varying sections within the traditional Morningstar classifications. At ERShares, we believe we have added an entirely new dimension, management characteristics or Entrepreneur, to the classic value-growth, and small-large capitalization to the Morningstar box. The Entrepreneur dimension enables savvy investors to select the most desirable equities within their preferred Morningstar classification. Consequently, our Entrepreneur approach allows investors to potentially generate stronger returns with the same expected risk-return characteristics.

We employ our Entrepreneur strategy across a variety of market capitalizations and geographical regions. This means that even though our method tends to emphasize growth-oriented organizations, we can successfully apply it to both growth and values stocks with small, mid, or large-cap capitalization around the world. This is demonstrated by our entrepreneurial ETF and entrepreneurial mutual funds’ performance. Our research shows that our Entrepreneur strategy generates excess risk-adjusted returns over time and provides the largest explanatory factor of those excess returns.