In this edition of the Dutram Report, I speak with two of the key members of O’Shares Investments, Kevin O’Leary (Chairman) and Connor O’Brien (CEO/President), to get their thoughts on starting an ETF company and the current status of the investing world.
Kevin and Connor discuss why they felt there was a need for different products in the ETF world, and what their investing strategy focuses on. In particular, Kevin and Connor talk about the need for dividends and diversification, and why a low volatility focus might make sense for some investors too. This definitely is applicable this year given how their flagship product—the O’Shares FTSE U.S. Quality Dividend ETF ( OUSA - Free Report) – has performed over the past 52 weeks, as the fund has easily beaten out the S&P 500, largely thanks to its better relative performance in sluggish market conditions.
But we don’t stop there, as we also briefly go over the international market and what is going in Europe, along with their ( OEUR - Free Report) fund, which takes a quality dividend approach to the European market. This then turns into a discussion on the merits of currency-hedged investing, and what investors can do to prepare their portfolios for any continued Brexit drama with a product like which hedges out currency risk, but still gives investors exposure to the broader European market.
I also manage to tease out a little more information from the duo regarding the future of O’Shares and what to expect from their company next. O’Shares just released a big filing which looks to bring their quality and income focus to a host of new markets, including various cap levels, and the fixed income world too.
Finally, I also ask Kevin O’Leary, one of the stars of ABC’s hit show Shark Tank, for a few tips for fresh sharks (hint: know your numbers!), and he gives us a preview of what to expect from the coming season of the show too.
Make sure to listen!
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