About O'Shares Investments

O’Shares Investments is an independent index provider of innovative, rules-based investment solutions for long-term wealth management. Our primary objective is to assist advisors in growing their practice and supporting their client retention initiatives.

Our capabilities include custom index construction for core strategies such as broad market, growth, value, and income as well as sector and thematic investment solutions. O’Shares aims to develop investment strategies that are straightforward and easy for clients to understand.
Our current index offering reflects an emphasis on Quality including financial metrics for profitability, cash flow, balance sheet strength, dividend, and revenue growth. They are designed for investment objectives such as wealth preservation, income generation and growth.

Leadership

Kevin O'Leary, Chairman

You know me from ABC’s Shark Tank and CNBC as an investor who demands quality, performance and limited risk. O’Shares Investments has created a series of innovative indexes that fit my investment philosophy.
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 quality.

We created our indexes because we were challenged to find any others with a focus on Quality and the principles of wealth preservation, income and growth. Our investment team uses substantial research to identify important financial measures of quality used in our rules-based indexes that include profitability, cash earnings, and strong balance sheets, which makes me feel very good about the stocks that I own for myself and my family.

Connor O'Brien, CEO / President

Mr. O’Brien, CEO and President of O’Shares Investments, leads the development and management of the suite of indexes. The O’Shares team applies financial measures for quality, including measures for profitability, balance sheet strength and cash earnings. These quality measures are combined with a rules-based approach to develop our indexes designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation.
Mr. O’Brien has over 25 years of experience in financial markets, including 15 years in New York, at Lehman Brothers and Merrill Lynch, followed by investment management across a range of equity and fixed income strategies, building a mutual fund business and more recently leading the successful development and growth of O’Shares Investment Solutions. Mr. O’Brien is a graduate of Dartmouth College (MBA) and Middlebury College (BA in Physics and Economics).
You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.
OUSAX Index Linked Product
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You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.
OGIGX Index Linked Product
You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.
OEURX Index Linked Product
You are now leaving the O’Shares Investments website. By clicking, you acknowledge that you are someone authorized to undertake investment activities relating to the Exchange Traded Funds (ETFs). In addition, you understand that O’Shares Investments is not making any financial promotion or carrying out any regulated activity of said products. The following landing page may contain information concerning investments, products or other information. O’Shares Investments is not responsible for the accuracy or completeness of information on non-affiliated websites.
The material available on non-affiliated websites has been produced by entities that are not affiliated with O’Shares Investments. Descriptions of references to, or links to products or publications within any non-affiliated linked websites does not imply endorsement of that product or publication by O’Shares Investments. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of O’Shares Investments, which is not responsible for any inaccuracies or errors.
OUSMX Index Linked Product