Company OverviewO’Shares Investments
O’Shares Investments provides ETFs for long-term wealth management, with an emphasis on quality across our family of ETFs. The O’Shares ETFs are designed for investors with objectives ranging from wealth preservation and income to growth and capital appreciation. Each O’Shares ETF reflects our rules-based investment philosophy, including quality as an important characteristic.
At O’Shares, we prefer the ETF form of investment fund for cost-effective, tax-efficient, and transparent access to investment portfolios. Our measures of quality include profitability, cash earnings, and strong balance sheets, aiming to serve investors by keeping investing simple, straightforward and easy to understand. O’Shares ETFs are all managed according to rules-based indexes.
Speaker BioChairman
O'Shares Investments ETF and Beanstox Inc.
Kevin O’Leary’s success story starts where most entrepreneurs begin: with a big idea and zero cash. From his basement, he launched SoftKey Software Products. As sales took off, Kevin moved to headquarters in Cambridge, Massachusetts and went on an industry consolidating acquisition binge.
From 1995 to 1999 he bought out almost every one of his software competitors, including Mindscape, Broderbund and the Learning Company in the industry’s first vicious public hostile battle. Shareholders loved his take-no-prisoners, cost cutting style and fueled him with billions to do his deals.
In 1999 Kevin sold his company to the Mattel Toy Company for $4.2 billion, one of the largest deals ever done in the consumer software industry. To keep his money working hard, he took control of his wealth from his lackluster money managers and founded his own mutual fund company, O’Leary Funds. He raised hundreds of millions of dollars from investors who share his “get paid while you wait” yield oriented, value investing philosophy. He shares his tips and tribulations with a national television audience and turns The Street upside down in the process.
As a self-proclaimed “Eco-preneur,” Kevin looks hardest for investments that make money – and are environmentally friendly. When he’s not squeezing the market from his office, he travels the world looking for new opportunities to deploy his capital. He is on the investment committee of Boston’s prestigious 200-year-old Hamilton Trust.
He launched O’Shares ETFs, a group of exchange traded funds. He is O’Shares Chairman.
