Looking for the next big growth success story? History suggests many top performing companies are those led by a passionate entrepreneur who has the entrepreneurial spirit to take a growing firm to the next level.
In the upcoming webcast, Incorporating Entrepreneurial Leadership in Your 2021 Portfolio, Dr. Joel Shulman, Founder, Managing Partner & CIO, ERShares; and Eva Ados, Chief Operating Officer, ERShares, will highlight how you can target these next-gen leaders with a targeted strategy that helps financial advisors enhance their investment portfolio while targeting the entrepreneurship economy.
Specifically, investors can look to ERShares Entrepreneur 30 Fund (NYSEArca: ENTR).
The Entrepreneur 30 Fund tries to reflect the performance of the Entrepreneur 30 Index, which is comprised of 30 U.S. companies with the highest market capitalizations and composite scores based on six criteria referred to as entrepreneurial standards.
The factors screened include management, which requires set factors regarding a company’s management must be met for a company to be included, such as the turnover among the top five executives within a company as compared to other companies in the broader universe.
The compensation screen requires set factors such as annual compensation, salary, bonus, stock options, and other compensation criteria be met for a company to be included.
The revenue screen requires a company meet predetermined criteria regarding revenue over a static threshold to be included, including, among other things, the amount and growth of revenue of a company as compared to predetermined benchmarks.
The ownership factor requires a company meet predetermined criteria regarding ownership among all key investors and stakeholders to be included, such as the absolute and relative ownership levels of the top ten stakeholders of a company as compared to predetermined benchmarks.
The profitability screen requires a company meet predetermined criteria regarding net income over a static threshold to be included, including the net income of a company as compared to predetermined benchmarks.
Lastly, company statistics refers to a company meeting predetermined criteria regarding the corporate structure, and other company statistics.
Financial advisors who are interested in learning more about entrepreneurial companies can register for the Monday, January 25 webcast here.