Crucial Role of Sector Allocation in Performance

The O’Shares U.S. Small-Cap Quality Dividend index methodology focuses on dividend growth, profitability and lower volatility, leading to differentiated sector allocation.

Return on Assets (ROA). Key to finding Small-Cap Winners?

Small-Cap (Russell 2000) stocks in the top quartile by ROA returned 4.5% on average YTD as of 4/30/2023.

OGIGX Portfolio Summary Reconstitution

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The O’Shares Global Internet Giants Index (OGIGX) recently completed its semi-annual portfolio reconstitution.

Scatterplot: S&P 600 Sectors

The sectors with the lowest volatility in the past 10 years were Consumer Staples and Utilities. The highest volatility sectors were Energy and Consumer Discretionary.

Funds Flows: New Strategy Leader?

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Over the past two years, Value has been the clear leader in terms of fund flows: “smart money”.

Webcast Replay: Focus on Fundamentals

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Watch the replay of our latest webcast, Focus on Fundamentals, to hear Connor O’Brien, CEO of O’Shares Investments, and guest Cinthia Murphy, Director of Research at ETF Think Tank.

Webcast: Focus on Fundamentals

Please join our webcast with Cinthia Murphy from ETF Think Tank and Connor O’Brien, CEO of O’Shares Investments

CPI Data (MoM): Is the Fed Already Winning?

CPI is trending lower, averaging approximately 2% annualized, on six months of MoM CPI data at 0.4% or less through December 2022.

Sector Dividend Tracker

Our investment team has analyzed the dividend increases and cuts by sector of the Russell 1000 Value Index and have discovered some notable changes in some bellwether sectors.

Growth Equities: Old Tech and New Tech 

Connor O’Brien, O’Shares Investment CEO, was joined by Kevin O’Leary, Chairman, to discuss investing in a new wave of growth with an attractive entry point as well as how to spot winners in Tech.

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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.
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.