ENTREPRENEURSHARES.COM
2000
Joel Shulman begins developing the 15-Factor Entrepreneur Model while studying at Harvard University.
the ENTREPRENEUR
2004
SH A RES s t o r y
After 11 years and 12,000+ candidates trained, CFA exam preparation business, The Shulman Review, is sold.
2004
Joel Shulman writes, Getting Bigger by Growing Smaller, with Thomas Stallkamp, former DaimlerChrysler COO.
PRODUCT TIMELINE
2005
LONG-SHORT HEDGE FUND LAUNCHED
Invest long in publicly-traded entrepreneurial companies and short those deemed bureaucratic. $5M seed provided by a high net-worth private investor.
2010
LONG-ONLY GLOBAL MUTUAL FUND LAUNCHED This strategy carved out the long-side of the long-short hedge fund, providing a separate record for the different performance streams. This included global equities, international equities, US large cap, US mid cap, US small cap, etc., and audited by The Spaulding Group.
2013
U.S. ALL CAP MUTUAL FUND LAUNCHED
This strategy launched on Dec. 17 beginning as an SMA.
This strategy launched on June 30 beginning as an SMA. U.S. LARGE CAP MUTUAL FUND LAUNCHED 2014
2015
Long-short seed investor passes, hedge fund closes.
2016
FOUNDER-CEO: RULES BASED INDEX LAUNCHED This incorporates five key factors that align with motivated leadership and is computed & distributed by Reuters.
2017
ENTREPRENEUR 30: RULES BASED INDEX LAUNCHED This represents the 30 largest "Entrepreneurial" companies by market cap and incorporates 5 of 15 proprietary entrepreneur factors utilizing a strict rules-based approach.
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