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.
Related: How Do QQQ & SPHD Fit Together?
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 must be met for the company to be included.
Lastly, company statistics refers to a company meeting predetermined criteria regarding the corporate structure, and other company statistics, to be included, such as a company must have certain set characteristics within its corporate structure as compared to other companies.
“EntrepreneurShares invests in organizations that emphasize entrepreneurial culture, organic growth, and aligned compensation,” according to EntrepreneurShares. “Investing in companies based on our core fundamental characteristics will provide the foundation to build a high conviction portfolio with the potential for alpha generat and upside capture.”
For more information on new fund products, visit our new ETFs category.