Bringing you live news and features since 2006 

O’Shares reports strong performance and growth for five ETFs

RELATED TOPICS​

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." 

Latest News

Figment Europe, a provider of institutional staking infrastructure, writes that it is solidifying its presence in the heart of Europe’s..
Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..

Related Articles

Ryan McCormack, Invesco
This year sees the 25th anniversary of Invesco’s QQQ, the USD240 billion ETF – the fifth largest ETF in the...
ETFs
The European ETF market achieved a record 28 per cent growth – reaching over USD1.8 trillion assets under management (AUM)...
Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by