Kevin O'Leary, Star of Shark Tank, Launches 4 Smart-Beta ETFs

O'Shares Investments, formed by ABC Shark Tank investor and CNBC Contributor Kevin O'Leary, completes initial ETF suite debut on NYSE Arca, expanding their index licensing partnership with FTSE Russell across Europe and Asia-Pacific to create a comprehensive global suite of investment solutions.


NEW YORK, N.Y., Aug. 25, 2015 (GLOBE NEWSWIRE) -- via PRWEB - O'Shares Investments (O'Shares) announced today the launch of four new O'Shares exchange traded funds, based on European and Asia-Pacific stocks with a choice of an unhedged or US $ hedged series, rounding out a suite of five smart beta index-based ETFs in partnership with FTSE Russell, a global leader in factor-based and smart beta benchmarks. The four new ETFs, which track indexes within the FTSE Global Factor Index Series, are listed on NYSE Arca, joining the first O'Shares ETF (OUSA), which comprises large and mid cap U.S. equities. OUSA listed on July 14th and has impressively garnered $25M vested to date.

The four new ETFs are designed to be used together as a whole portfolio allocation model or as a core investment holding, providing efficient access to a portfolio of large-cap and mid-cap dividend-paying companies in Europe and Asia Pacific selected based on several factors important to many investors: Quality, Low Volatility and Dividend Yield. The quality and low volatility requirements are designed to potentially reduce exposure to high dividend equities that have experienced large price declines, as may occur with some dividend investing strategies. The stocks in the ETFs comprises large and mid cap equities across Europe and Asia-Pacific respectively.

The new ETFs include:

  • O'Shares FTSE Europe Quality Dividend ETF (Ticker: OEUR)
  • O'Shares FTSE Europe Quality Dividend Hedged ETF (Ticker: OEUH)
  • O'Shares FTSE Asia Pacific Quality Dividend ETF (Ticker: OASI)
  • O'Shares FTSE Asia Pacific Quality Dividend Hedged ETF (Ticker: OAPH)

Kevin O'Leary stated: "Following the successful launch of OUSA, it was important for my family trust to maintain the same consistent rules-based investment solution on a global basis and we believe these new ETFs offer individual and institutional investors a comprehensive suite of capital efficient, transparent and cost effective index-based products that reflect these core investment principles. Moreover, offering both a hedged and unhedged index for the international strategies provides tools for investors, such as me, with different outlooks on currency movements or different risk tolerances, to capture the multi-factor strategy in a way that's best aligned with their individual or institutional mandates."

Ron Bundy, CEO Benchmarks North America for FTSE Russell, added, "We created a multi-factor index series that intentionally captures quality, volatility and yield in a thoughtful manner and is portable across regions. We could not be more pleased to continue working with O'Shares on their next round of ETFs that track these benchmarks."

O'Shares, working with FTSE Russell, introduced this series of innovative rules-based global investment strategies, designed to be a core investment holding, to provide access to a portfolio of large-cap and mid-cap dividend-paying companies in the US, Europe and Asia Pacific. The multi-factor series aims to achieve attractive performance, as well as reduced volatility and sustainable yield.

About O'Shares Investments

O'Shares Investments, a division of O'Leary Funds Management LP, (O'Shares) is a provider of exchange traded funds (ETFs) formed by Connor O'Brien, CEO, and ABC Shark Tank investor and CNBC contributor Kevin O'Leary, Chairman. O'Shares ETFs are based on the core principles and demonstrated success of O'Leary Funds, a successful investment fund manager focused on income, capital appreciation and wealth preservation that has grown to approximately $900 million in assets under management. O'Shares is developing ETFs to provide individual and institutional investors with a series of core long-term investment holdings, designed to provide attractive performance, limited volatility and an emphasis on income.

This article was originally distributed on PRWeb. For the original version including any supplementary images or video, visit http://www.prweb.com/releases/2015/08/prweb12922967.htm



            

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