The O'Shares family of large cap dividend ETFs have completed a successful first year since listing on the NYSE with all five – OUSA, OEUR, OEUH, OASI and OAPH – outperforming their benchmarks.
O’Shares says the performance of the five ETFs shows the benefits of the index strategies that were developed for the firm by FTSE Russell, with rules for selecting stocks for quality, lower volatility and dividend yield.
O’Shares chairman Kevin O’Leary believes that ETFs are evolving, as new rules-based ETFs offer investors choices to own alongside or instead of market-cap weighted ETFs.
"O'Shares is building a very good track record and a great set of quality ETFs for long-term wealth management,” he says. “That's driving our AUM growth and it's the reason we're attracting a high calibre of advisors and institutional investors. Each of these ETFs is part of my core portfolio of large-cap equities, with OUSA for the US, OEUR for Europe in local currency, OEUH for Europe with currency hedged to US dollars, OASI for Asia Pacific in local currency and OAPH for Asia Pacific with currency hedged to US dollars.”
Connor O'Brien, CEO of O'Shares ETF Investments, adds: "Performance of O'Shares ETFs is driven by our rules-based approach, emphasising Quality, Low Volatility and Yield, and excluding companies that do not meet the standards. There are many strong global companies in Europe and Asia Pacific, and we applied the same rules used with OUSA to build OEUR and OASI. As a result, our rules-based (multi-factor) ETFs hold conservative, diversified portfolios that have outperformed the market and have provided an attractive yield. In the ETF industry, multi-factor ETFs are the fastest growing, as advisors and institutions seek better risk-adjusted returns than generic market-cap weighted ETFs."