About O'Shares

O’Shares Investments provides ETFs for long-term wealth management, with an emphasis on quality across our family of ETFs.

Investment Principles

O’Shares Investments provides ETFs for long-term wealth management, with an emphasis on quality across our family of ETFs. The O’Shares ETFs are designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation. Each O’Shares ETF reflects our rules-based investment philosophy, including quality as an important characteristic.

At O’Shares, we prefer the ETF form of investment fund for cost-effective, tax-efficient, and transparent access to investment portfolios. Our measures of quality include profitability, cash earnings, and strong balance sheets, aiming to serve investors by keeping investing simple, straightforward and easy to understand. O’Shares ETFs are all managed according to rules-based indexes.

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 has created a series of innovative ETFs 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 developed O’Shares ETFs because we were challenged to find any other family of ETFs with a focus on Quality and the principles of wealth preservation, income and capital appreciation. Our team at O’Shares ETFs uses substantial research to identify important financial measures of quality used in rules-based indexes that drive the portfolios of our ETFs. These quality measures include profitability, cash earnings, and strong balance sheets, which makes me feel very good about the stocks in the O’Shares ETFs that I own for myself and my family.

Connor O’Brien, CEO / President

Mr. O’Brien, CEO and President of O’Shares ETFs, leads the development and management of O’Shares ETFs.

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 ETFs 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 ETFs. Mr. O’Brien is a graduate of Dartmouth College (MBA) and Middlebury College (BA in Physics and Economics).