ERShares Presentation

ERShares Presentation

Leadership Matters: Why Strong Leaders Make Profitable Companies Innovative companies with a passionate leader at the helm develop and implement the ideas that move the global economy. Targeted investing strategies can help investors join in. In this upcoming webcast, ERShares and ETF Trends will explain why leadership matters in the world of business and explore portfolio strategies to capitalize on the Entrepreneur Factor®.

For Institutional Use Only

2 I Leadership Matters

Historically, Entrepreneurs have Driven Innovation and influenced the Global Economy

Institutional Only

3 I Leadership Characteristics

Entrepreneurs lead Mission-Driven companies

High-performing organizations are led by mission driven leaders. This helps in strategic alignment over business strategy leading to purposeful innovation.

It all starts with an idea…

Focused endeavors through mission- driven initiatives, lead to innovations touching every aspect of people’s lives…

Lifting the geographical borders for human resources and allowing people to make best use of their time and talents

Provide affordable genetic testing for all.

Bringing vitality and intelligence to light electrical vehicles and promote a new way of urban transportation

Institutional Only

4 I Leadership Characteristics

What makes Entrepreneurial leaders unique?

According to ERShares’ research, from decades together Entrepreneurial companies have shaped the economy by investing in its people and in innovation leading to exceptional growth.

Entrepreneurial Leaders Can Create Fundamental Value

• Visionary entrepreneurial leaders have economic and non-economic incentives to create value • These leaders see far horizons and are resilient in tough times • Their organizations keep costs lean, debt levels manageable, and expansion projects within reach

Entrepreneurial Companies Can Outperform the Competition

• This dynamic drives earnings growth, stock price appreciation, and above average employment growth

Entrepreneurial Behavior Can Translate Into Shareholder Value

• Our research asserts that entrepreneurially run companies achieve higher long run growth rates • Those companies emphasize motivated and transparent leadership and prioritize shareholders • They focus on sustainable organic growth and operational efficiency

Institutional Only

5 I Entrepreneurial Disruption

Entrepreneurs think of innovation and future growth differently Entrepreneurial companies spend time and money in research to ensure they are investing in the right technologies at the right time to accelerate growth. They create a culture that supports innovation and addresses the obstacles that come along the way.

Jack Dorsey

The Square reader is a technological innovation pioneered by Dorsey, which allowed connecting physical smart devices to digital financial systems and the Internet. It empowered anyone with a cellphone and the reader to function as a small business capable of processing credit card payments.

Emily Leproust

The innovation Emily Leproust and her co-founder Bill Peck created is a DNA synthesis technology that consists of proprietary microplate equipment based in part on the photolithography technology used to make semiconductors in the computer industry in Silicon Valley, as well as advanced liquid handling robot technology that builds DNA in the microplates.

Bonnie Anderson

Veracyte’s ground-breaking genomic diagnostics technology works to reduce uncertainty in healthcare. Anderson led the conversion of Veracyte’s cutting edge research to market-ready products and is currently guiding the company’s expansion via its distributed instrument platform.

Micha Kaufman

Micha Kaufman is the visionary behind Fiverr’s product and platform strategy. The idea Micha Kaufman has created is to combine the knowledge of freelancers and the needs of entrepreneurs by connecting them on Fiverr’s platform. Similar to eBay that created a marketplace for goods, Fiverr created a marketplace for services.

Institutional Only

6 I Investing in Leaders

Core Strengths of Entrepreneurial Companies Our investment philosophy is steeped in the belief that Entrepreneurial leaders establish organizations with Environment, Social and Governance (ESG) benefits.

They build high potential growth organizations with relatively modest impact on the environment while creating lots of jobs and strong organizational governance.

Entrepreneurial leaders always think three steps ahead. They have a vision and purpose, and they invest in R&D leading to technological breakthroughs and innovation

Institutional Only

7 I Why ERShares

ERShares Scours the Planet for the most Entrepreneurial companies At ERShares, we discover future game changers from around the world. With AI technology, we analyze more than 55,000 companies globally and the companies that meet our Entrepreneur Factor® threshold, become part of our holdings.

Global Investing in Publicly Traded Companies

Pioneers in Thematic Investing

Powered by Artificial Intelligence

Institutional Only

8 I Investment Process

ERShares Entrepreneurial Model

Entrepreneurs have economic and non-economic incentive to create wealth for themselves and all other stakeholders. They hold a long-term vision that far exceeds typical leaders of major corporations.

Growth Trajectory

Motivated Leadership

Potential Key Benefits High Annualized Returns Strong Sharpe Ratio High Information Ratio Above Average Up Capture

ENTREPRENEURS

COPORATE SOLDIERS

AVERAGE BENCHMARK FIRMS

BUREAURCRATS

Solid Financials

Stakeholder Alignment

Institutional Only

9 I ERShares Advantages

Why is the Entrepreneur Factor® important?

Having the right leader can make an important difference. Our model identifies the right entrepreneurial company that invests in the right technology for a better and sustainable future.

Entrepreneurs typically provide the difference between success and failure and wealth creation versus wealth destruction. At ERShares, we invest in entrepreneurial companies that meet the Entrepreneur Factor® threshold. The Entrepreneur Factor® (EF) has been developed and statistically verified through a complex; >Page 1 Page 2 Page 3 Page 4 Page 5 Page 6 Page 7 Page 8 Page 9 Page 10 Page 11 Page 12 Page 13 Page 14 Page 15 Page 16 Page 17 Page 18 Page 19 Page 20 Page 21

Made with FlippingBook - professional solution for displaying marketing and sales documents online