Category: U.S. Small Caps

Webcast Replay: Focus on Fundamentals

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.

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.

Small-Cap Equities: Value, Growth or Quality

Connor O’Brien, O’Shares Investment CEO, was joined by Kevin O’Leary, Chairman, to discuss Small-Caps, why they are a relatively new addition to his portfolio, the advantages they could have over Large-Caps in the current economic environment and where they fit in his equity allocation.

Research Report: OUSMX – O’Shares U.S. Small-Cap Quality Dividend Index

Index constituents are comprised of roughly 100 U.S. Small-Cap companies with the highest quality as measured by O’Shares’ rules-based methodology emphasizing profitability, dividend growth & coverage, debt, and volatility.

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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