ERShares NextGen Entrepreneurs ETF

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Основные параметры

Цена последней сделки 25.1
Код ценной бумаги ERSX
Полное наименование ERShares NextGen Entrepreneurs ETF
Объем 49530000000
Изм за день, % -0.02
Комиссия 0.75
Дата основания Dec 28. 2018
Ссылка ссылка
Тип актива Equity
Индекс Entrepreneur Non-US Small Cap Index
Регион Developed Markets
Средний P/E 27.01
Дивиденды 0.45
5 летняя доходность
3 летняя доходность
Годовая доходность 61.94
Бета 1.15
Валюта usd
Топ 10 эмитентов, % 37.26
Количество компаний 57

Топ эмитентов

Эмитент Доля, % P/BV P/S P/E EV/Ebitda
Futu Holdings Limited 4.65 12.77 36.35 82.01
Fiverr International Ltd. 3.64 60.1 54.8 -1.351
Niu Technologies 2.77 18.29 7.72 104.08 13.17
DouYu International Holdings Limited 2.6 3.42 3.78 26.64 4.36
Agora, Inc. 2.38 6.45 48.21 327.79 -7.624
SolarEdge Technologies, Inc. 2.31 13.85 10.31 109.62 90.77 Ltd. 2.28 78.04 19.7 -107.86
Globant S.A. 2.26 10.52 11.28 169.42 66.01

Похожие ETF

Описание ERShares NextGen Entrepreneurs ETF

ERShares International Entrepreneur ETF (ERSX) selects the most entrepreneurial, primarily Non-US Small Cap companies, that meet the thresholds embedded in their proprietary Entrepreneur Factor (EF). ERShares’ EF delivers strong performance across a variety of investment strategies without disrupting investors’ underlying risk profile metrics. Their geographic diversity enables them to harness global advantages through additional returns associated with currency fluctuations, strategic geographic allocations, comparative trade imbalances and relative supply/demand strengths.

Their EF incorporates a methodology, powered by artificial intelligence (AI), that stands above other investment factors such as: momentum, sector, growth, value, leverage, market cap (size) and geographic orientation. Moreover, with the aid of AI and Thematic Research, ERShares incorporates a macro-economic, top-down approach that integrates changing investment flows, innovation entry points, sector growth and other characteristics into a dynamic, global perspective model. 

In addition to evaluating 55,000+ global public companies for entrepreneurial characteristics, ERShares exploits state-of-the-art machine learning techniques to develop a more sophisticated assessment of targeted investments. The net result helps them maintain an edge in delivering their one-of-a-kind, proprietary, alpha-generating, Entrepreneur Factor (EF). ERShares’ research, developed at Harvard University, has been widely disseminated in leading investment journals around the world and has surpassed independent peer review. This proprietary research and ERShares’ long standing position as one of the first (if not the first) thematic investment managers (established in 2005), enables them to maintain their leadership status within the community of disruptive, innovative and Entrepreneurial investment strategies. 

Many of the ERSX portfolio companies experience unique cost efficiencies and demand explosions, through disruptive innovation adjustments in their respective industries. The ERSX ETF exploits these demand expansions/cost utilizations through its investment methodology applied across a multitude of industrial sectors though typically has a penchant to concentrate primarily on sectors within Information Technology, HealthCare, Communication Services and Consumer Discretionary. Portfolio constituents include world-class entrepreneurs who drive disruptive innovation and wealth creation in emerging growth companies. Leadership cohorts often include relatively unknown international entrepreneurs who represent the next generation of exceptional global leaders. 

Joel Shulman, founder of ERShares, is a global asset manager that has successfully managed professional assets for ultra-high net worth, pension funds and other institutional investors for 15+ years. He is a frequent contributor to major news networks and print media commenting on Market issues. In addition to ERSX, ERShares also offers another ETF (ENTR), separately managed accounts and several mutual funds.