Since 2005, ultra-high net worth and institutional investors have relied on EntrepreneurShares to provide unique investment strategies and above average performance.

Driven by a strong belief that publically-traded Entrepreneurial companies outperform their peers, we offer strategies to help institutional clients pursue higher expected returns. Our approach incorporates a comprehensive academically-oriented methodology that enables us to create practical and successful investment strategies.

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 EntrepreneurShares, 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 apply it to small, mid, large cap companies throughout the world with success. Our research shows that our Entrepreneur strategy generates excess risk-adjusted returns over time and provides the largest explanatory factor of those excess returns.

"EntrepreneurShares has developed a new dimension to the Morningstar classification. Our Entrepreneur Factor may potentially be the most significant factor after adjusting for market risk."

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

2005

  • Inception of long-short equity hedge fund

2010

  • Inception of Global Entrepreneur Mutual Fund

2012

  • Developed eESG model

2013

  • U.S. Small Cap SMA/Mutual Fund

2013

  • U.S. Mid Cap SMA

2014

  • U.S. Large Cap SMA/Mutual Fund

2015

  • Implementation of Smart Beta approach

2017

  • U.S. Entrepreneur 30 SMA/ETF launch

2017

  • Non-U.S. Small Cap SMA

We Offer a Proprietary Entrepreneur Factor

The Entrepreneur Factor has been shown to be statistically significant when compared to other Sector and Style Factors in both academic research and actual fund performance.

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