KEVIN O’LEARY, CHAIRMAN
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.