THE ENTREPRENEURSHARES INVESTMENTTHESIS ANDAPPROACH BUILDS ON MORE THAN 30YEARS OF IN-HOUSE RESEARCH
THE RICH GET RICHER AND SO CAN YOU – INVESTING IN A BILLIONAIRES’ INDEX
GETTING BIGGER BY GROWING SMALLER
The Journal of Index Investing, Fall 2010 Issue
Book. FT Press October 2003
• Lays out how larger companies can prosper by growing like entrepreneurs • Proposes Strategic Entrepreneurial Units • Analyzes corporate culture, compensation challenges, aligned long-term wealth creation, non-monetary manager motivation
• Construction of passive index tracking companies that drive wealth creation of the world’s wealthiest individuals • High volatility index with long-term outperformance of benchmarks
INVESTING IN TROUBLED TIMES – ENTREPRENEURS ARE YOUR SAFEST BET
THE EPHEMERAL LIFE OF AN EMERGING FUND MANAGER
The Investment Professional, Fall 2009 Issue • Identification of 15 entrepreneurial attributes • Assembly of Hedge Fund portfolio long on entrepreneurial companies, short on bureaucrats • Portfolio outperformed even in economic downturn
Journal of Investing, Winter 2015 Issue • Provides entrepreneurial insights of managing professional assets in competitive environment • Describes emerging patterns in Financial Services industry and how both institutional and retail investors can gain maximum benefit
NEW INVESTMENT STYLE – FEATURING AND INDEX OF ENTREPRENEURIAL COMPANIES
A PRIMARY RULE FOR DETECTING BANKRUPTCY: WATCH THE CASH
Financial Analysts Journal, Sept/Oct 1988 Issue
The Journal of Index Investing, Fall 2010 Issue
• Construction of passive index tracking most entrepreneurial companies
• Created a new liquidity measure for detecting bankruptcy: Net Liquid Balance
• Provides insights to both managers and analysts in assessing and developing an integrative approach to working capital managementcomparable benchmarks
• Index consistently outperformed all comparable benchmarks
PROFESSOR OF ENTREPRENEURSHIP AT BABSON COLLEGE
World’s leading entrepreneurship school
• Portfolio manager has 30 years experience teaching entrepreneurship and finance to undergraduate and graduate students
• Exposure to cutting edge entrepreneurship research, faculty, student body, and alumni network
16 ENTREPRENEURSHARES | 175 Federal St, Suite 875 Boston, MA 02110 | 617 279 0045 www.ershares.com | FOR FINANCIAL PROFESSIONAL USE ONLY
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