ERShares Investment Process
• Actively managing Thematic portfolios, prioritizing fundamental analysis
• Ongoing research and monitoring of both quantitative and qualitative characteristics
• Capitalizing on emerging trends and technologies while providing risk-adjusted returns.
• EF successfully identified NVDA (since 2005), TSLA, META, CRM, GOOGL, AAPL etc.
Momentum Dashboard & Sector Comparison
Fundamental Analysis
Performance Attribution
Entrepreneur Market Barometer
Performance Attribution
Sector Attribution
Risk Analysis
Institutional Only
6
Made with FlippingBook. PDF to flipbook with ease