A research model built on the texture of founder-led companies
Two decades of data. One proprietary signal. We invest in global, publicly traded entrepreneurial companies through our ETFs and mutual funds.
The best stock pickers don't follow the crowd, they find the entrepreneurs leading it.
We ignore the noise around quarterly earnings and focus on one thing: publicly traded companies run by founders and leaders building the innovations that define the next decade. Our model filters the market for the Entrepreneur Factor—a signal we've been calibrating for over 20 years from our research hub in San Jose.
Does the entrepreneur factor actually outperform?
Our research shows companies run by founders and innovative leaders consistently deliver stronger long-term returns than their peers.
20+
Years of research
4
Funds to choose from
100%
Globally invested
1
Entrepreneur Factor model
The entrepreneur factor in practice
Our approach has helped investors identify companies led by founders who are building the future. Here's what they've seen.
The Entrepreneur Factor gave us a framework we hadn't seen before. It's not just about the technology — it's about who's running the show.
Rebecca T.
Independent investor, San Jose
We were skeptical of thematic investing until we saw the long-term data. Twenty years of research made the difference.
James M.
Retired executive, Palo Alto
I've been investing for over a decade, and this model picks up on something most others miss. The consistency speaks for itself.
Anita K.
Portfolio manager, San Francisco
20 years of research in every strategy
Our thematic strategies identify entrepreneurial companies that combine strong leadership with durable market positioning. Each approach is built on the same proprietary Entrepreneur Factor model and calibrated for long-term outcomes.
Entrepreneur factor screening
A quantitative filter that scores leadership quality against 20 years of historical outperformance data.
Global thematic allocation
Sector-agnostic selection that targets entrepreneurial companies shaping trends across international markets.
Quantitative quality filters
Over 20 proprietary metrics screen for financial health, revenue durability, and management capital allocation.
Thematic portfolio construction
Concentrated positions in high-conviction names, weighted by leadership strength and innovation runway.
Your questions answered
We cover the most common questions investors ask about our approach.
What makes the Entrepreneur Factor different from other models?
It isolates leadership quality — the entrepreneurial drive of the people running a company — not just financial metrics. Our research shows this factor has consistently outperformed peer benchmarks over a long time horizon.
What types of companies do you invest in?
We invest in global, publicly traded entrepreneurial companies. These are organizations run by founders or leaders who are actively shaping their industries through innovation and strategic growth.
How do your ETFs and mutual funds work?
We offer two ETFs and two mutual funds, each built around our thematic research and Entrepreneur Factor model. They provide diversified exposure to a portfolio of companies that meet our proprietary criteria.
Is this strategy suitable for long-term investors?
Yes. Our research spans over 20 years and is designed to identify companies positioned for sustained growth. The model focuses on wealth creation over decades, not short-term market movements.
Do I need a large minimum investment to get started?
Each fund has its own minimum investment requirement. Contact our team for specific details on how to open an account and what minimum applies to the fund you are interested in.
How do I open an account or learn more?
You can reach us directly by email or phone. We will walk you through the process, explain the available funds, and help you decide which strategy fits your goals.
Still have questions?
Send us a message, and our team will get back to you as soon as possible.