Joel M. Shulman Ph.D., CFA Founder, Managing Director
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
Company Overview:
➢ EntrepreneurShares (ERShares) offers an interesting, easy-to-understand, differentiated strategy which is based on 20+ yrs. of academic research and defines a new investment style.
➢ Our Strategy fits within Smart Beta, Rules-Based and ESG Categories.
➢ ERShares applies a proprietary, rules-based, factor model that identifies and invests in publicly traded ‘Entrepreneurial” companies.
➢ Company founder is tenured, Babson Entrepreneurship Professor (#1 school in Entrepreneurship).
➢ Investment products have been frequently ranked in Pension & Investments (#1 or #2 for past 5 years on extended track record).
➢ ERShares currently close to $400mm across three Mutual Fund products, one Exchange Traded Fund and Separate Managed Accounts.
Funds:
➢ Entrepreneur 30 ETF – ENTR
➢ Entrepreneur US Small Cap Fund – IMPAX
➢ Entrepreneur US Large Cap Fund – IMPLX
➢ EntrepreneurShares Global Fund – ENTIX
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
EntrepreneurShares Global Filtering Process
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
Joel M. Shulman Ph.D., CFA – Founder, Managing Director
Dr. Joel Shulman is the founder and managing director of EntrepreneurShares. His 25+ years of academic
research led to the formation of our proprietary 15-factor investment model. Dr. Shulman is a leading
academic in the field of Entrepreneurship at Babson College (ranked #1 for Entrepreneurship 20+
consecutive years by U.S. News & World Report.) Dr. Shulman holds a Ph.D in Finance and is a CFA
charter holder. He also earned an MPA from the JFK School of Government at Harvard University. He
founded and sold The Shulman Review, a CFA test-prep company that trained over 12,000+ investment
professionals in 110+ countries around the world. In addition, he provided consulting services to the World
Bank and helped facilitate capital market development in Central Asian states. Dr. Shulman is author of
2004 best business book Getting Bigger by Growing Smaller and contributes regularly to a Forbes column
on investing.
EntrepreneurShares 175 Federal Street, Suite 875 Boston, MA 02110 www.ershares.com | +1 (617) 917 2603
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