For Institutional Investors
Unique investment strategies and above average performance
Since 2005, ultra-high-net-worth and institutional investors have relied on ERShares to provide unique investment strategies and above-average performance, driven by a strong belief that publicly traded entrepreneurial companies outperform their peers.
Our Approach
An Entrepreneur strategy for every Morningstar classification
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 value 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.
A new dimension in the Morningstar box
At ERShares, we believe we have added an entirely new dimension, management characteristics or Entrepreneur, to the classic value-growth and small-large capitalization of 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.
Our institutional clients target varying sections within the traditional Morningstar classifications:
We select the most entrepreneurial, strong-growth, global companies and bring them to market in one easy-to-invest-in fund.
The ERShares methodology is a proprietary trade secret, but the basic message is clear. Many investment companies claim disruptive technology, but only ERShares ensures that the right technology is matched with the right leaders. We believe that without the best entrepreneurial minds, technology alone will not get very far.
Contact Us
Fill out the form below to connect with us.
Explore ERShares
Explore Products
Stay up-to-date with market trends
Leadership Team
A small team for efficient collaboration
Contact Us
To invest/know more about our products