About O’Shares Investments

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O’Shares Investments provides ETFs designed for long-term wealth management. Each O’Shares ETF is based on our conservative investment philosophy focused on income, wealth preservation, and capital appreciation. At O’Shares, we prefer the ETF form of investment fund for cost-effective, tax-efficient, and transparent access to investment portfolios. The O’Shares ETFs are designed to potentially offer more yield, and lower volatility than typical ETFs holding generic market-cap weighted portfolios. Each O’Shares ETF owns a portfolio of over 100 dividend-paying stocks, primarily of large-cap stocks, selected using rules to measure Quality, Lower Volatility, Dividend Yield. Because we believe diversification is important, the portfolios held by our ETFs are diversified across all industry sectors and we provide ETFs for investing in the U.S., as well as in Europe and Asia. All O’Shares ETFs are listed on the NYSE and are managed according to our consistent disciplines of Quality, Lower Volatility, and Dividend Yield.

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All O’Shares ETFs are listed on the NYSE, trading under the following ticker symbols:

  • OUSA (United States)
  • OEUR (Europe in local currency)
  • OEUH (Europe with currency in U.S. dollars)
  • OASI (Asia-Pacific in local currency)
  • OAPH (Asia-Pacific with currency in U.S. dollars)

At O’Shares, our goal is to keep it simple, straightforward and easy to understand.

  • Kevin O’Leary, Chairman
  • Connor O’Brien, CEO / President
  • Louise Anne Poirier, CFO
  • Kevin Beadles, Director Strategic Development

You know me from ABC’s Shark Tank and CNBC as an investor who demands performance, limited risk and cash returns on each investment. O’Shares has created the first in a series of innovative ETFs with my investment philosophies in mind.

Anyone who has seen me on ABC “Shark Tank” knows that I am a disciplined investor, who also wants to see entrepreneurs and other investors succeed. When I invest for the long term, I focus on my three core investment requirements:

  • Income, which means investing in companies that generate cash flow and pay dividends;
  • Wealth Preservation, protecting investment capital by diversifying and limiting volatility;
  • Capital Appreciation, investing in quality companies with strong financial performance.

At O’Shares, our goal is to provide investors efficient access to investment funds that are focused on these core investment requirements. We developed O’Shares Investments ETFs because we were challenged to find any other ETF or strategy that attempted to provide all three core investment principles: income, wealth preservation and capital appreciation. Currently there are approximately 1700 ETFs and we identified about 50 that focus on one or two of these investment principles, but not all three. Our team worked with global index partner FTSE Russell, who created innovative rules based indices on a global basis (US, Europe and Asia Pacific) that reflect our requirements: income, wealth preservation and capital appreciation. We are proud to introduce our family of ETFs starting with OUSA, now listed on the New York Stock Exchange. I created the OUSA ETF for my family’s long term investment objectives because I always want to own a diversified portfolio of high quality U.S. stocks that have low volatility and pay dividends.

OUSA is a ‘smart beta’ strategy that reflects our philosophy of investing in high quality, low volatility dividend paying equities. Our objective is to generate performance, with reduced risk and greater dividend yield.

As CEO / President of O’Shares and a value yield investment manager, our goal is to remain true to our core investment principles: Income, Wealth Preservation and Capital Appreciation; and provide individual and institutional investors with a series of ETFs designed to be core long-term investment holdings. Combining a rules-based approach with several investment factors, we created innovative multi-factor “Smart Beta” investment products that meet our criteria and attempt to provide attractive performance and limited volatility with an emphasis on income. In partnership with leading index provider FTSE Russell, our series of global investment products are designed to invest in index strategies focused on high-quality, lower-volatility, dividend-paying stocks of companies with businesses that meet our criteria for profitability, operating efficiency, earnings quality and leverage. We are extremely proud to introduce the O’Shares FTSE US Quality Dividend ETF (NYSE/Arca: OUSA), the first in our series of smart beta index-based ETFs.

About O’Shares Investments Partners

FTSE-Russell-logo_burgundy_rgb-150x150FTSE Russell is a global leader in index benchmarking and analytics, positioned to develop and offer indexing solutions for investors worldwide. Our strong heritage and forward looking approach – based on investor needs and priorities – provides our clients with tools to help them make informed investment decisions. FTSE Russell’s expertise and product series is sought out by institutional and retail investors and traders globally. Leading asset owners, asset managers, ETF providers and investment banks use FTSE Russell indexes to benchmark their investment performance and create ETFs, institutional separate accounts and index-based derivatives. FTSE Russell is wholly owned by London Stock Exchange Group. For more information, visit www.ftserussell.com.

JP-MorganJ.P. Morgan has a history of innovation in the ETF space and is proud of its complementary range of ETF products and clients it supports. In addition to assisting in the development of innovative new fund structures, we provide global custody, fund accounting and administration, basket creation, web-based order taking, transfer agency and basket settlement services to help make product launches and ongoing servicing a success.

NYSE_Arca_4CP_POS-e1435661627975NYSE Arca is the premier exchange for listing Exchange Traded Products (ETPs). In 2014, NYSE Arca’s listed ETPs had over $1.89 trillion in assets under management (AUM), representing over 90% of all U.S. listed ETPs. NYSE Group is a wholly-owned subsidiary of Intercontinental Exchange (NYSE:ICE), operator of the leading global network of exchanges and clearing houses. NYSE Group operates multi-asset exchanges, and a range of related data products and technology services. The company’s equity exchanges – the New York Stock Exchange, NYSE MKT and NYSE Arca – trade more U.S. equity volume than any other exchange group.

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For over 85 years, Stradley Ronon’s investment management practice has helped shape the investment management industry by assisting with the creation of innovative investment products and services. We have helped our clients become or remain industry leaders and maintain one of the largest practices in the United States representing registered investment companies, including open-end funds, closed-end funds, interval funds, exchange-traded funds (ETFs) and unit investment trusts (UITs).