[This ETF Industry Perspective is sponsored by O’Shares in partnership with Cboe Global Markets.]
O’Shares founder Kevin O’Leary and the firm’s CEO and President Connor O’Brien discuss how the O’Shares funds can help investors achieve their goals in the current environment.
Definitions and Financial Terms:
Cash Flow: Cash flow is the net amount of cash and cash equivalents being transferred into and out of a business. Cash received represents inflows, while money spent represents outflows.
Duration: Duration is a measure of the sensitivity of the price of a bond or other debt instrument to a change in interest rates.
Russell 2000: Represented by the Russell 2000 Index. The Russell 2000 Index is comprised of the smallest 2000 companies in the Russell 3000 Index, representing approximately 8% of the Russell 3000 total market capitalization.
S&P 500: The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities and serves as the foundation for a wide range of investment products. The index includes 500 leading companies and captures approximately 80% coverage of available market capitalization.
Bond ratings are grades given to bonds that indicates their credit quality as determined by a private independent rating service such as [Standard & Poor’s or Moody’s, etc.]. The firm evaluates a bond issuer’s financial strength, or its ability to pay a bond’s principal and interest in a timely fashion. Ratings are expressed as letters ranging from ‘AAA’, which is the highest grade, to ‘D’, which is the lowest grade.
Boston, MA. January 4, 2022 - O’Shares ETFs (“O’Shares”) today announced that it has agreed to a strategic transaction with SS&C ALPS Advisors (“ALPS”, a subsidiary of SS&C Technologies), with AUM exceeding $8.6 billion in ETFs and total AUM exceeding $17.6...
The post-pandemic stable recovery is starting to teeter, and threats to the portfolio are starting to creep in. Investors are now actively turning bearish and moving into cyclical value plays, while others remain optimistic that growth stocks are still the best...
September 29, 2021 - Boston, MA – OGIG recently completed its semi-annual portfolio reconstitution, adding new positions in 12 companies with strong revenue growth, over 80% (weighted average), driven by “new tech." The OGIG Index is a rules-based index that seeks to...
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