Shark Tank's "Kevin O'Leary" Has A New Fund

Kevin O’Leary is best known for his antics on Shark Tank, but to those on Wall Street, he is known for his more conservative approach to investing. O’Leary started his O’Shares ETF Investment firm back in 2015 and launched the firm's first fund the O’Shares FTSE U.S. Quality Dividend ETF (OUSA). A month after releasing that fund he rolled out two more, the O’Shares FTSE Europe Quality Dividend ETF (OEUR) and the O’Shares FTSE Asia Pacific Quality Dividend ETF (OASI).

His next two ETF’s came in 2016 and 2017 and if perhaps you could guess what phrase was in the name of both of those? Quality Dividend!

The O’Shares FTSE Russell Small Cap Quality Dividend ETF (OUSM) starting trading December 30th, 2016 while the O’Shares FTSE Russell International Quality Dividend ETF (ONTL) began trading on March 22nd, 2017.

The first five funds O’Leary has rolled out focused on companies with strong balance sheets, and that paid a nice dividend, what most investors would refer to as “conservative” investments. But, his newest ETF, the O’Shares Global Internet Giants ETF (OGIG), is a lot less about quality dividends and more about quality business and growth potential. So, O’Leary is still looking for quality businesses, but with more growth opportunity than dividend income like his past ETF’s. Continue reading "Shark Tank's "Kevin O'Leary" Has A New Fund"

How To Invest Alongside "Shark Tanks" Kevin O'Leary

Matt Thalman - Contributor - ETFs

Up until just a few years ago the name Kevin O'Leary didn't mean much to most investors. But, with O'Leary starring on the hit TV show "Shark Tank", now most investors, as well as the general public at least, recognize the name. Furthermore, if you often watch Shark Tank you likely have a good idea of how "Mr. Wonderful", O'Leary's nickname on Shark Tank, likes to invest.

Mr. O'Leary often asks for a royalty deal, a few dollars every time an item is sold when giving entrepreneurs money. While some of the other investors on the show often criticize O'Leary for building in the royalty deal, claiming he is taking advantage of people, the idea behind the royalty is so that O'Leary can get his initial investment back in a reasonable amount of time. Furthermore, it acts as a safety net for O'Leary if the company he invests in is a massive winner at first but, doesn’t have the longevity to grow and become a long-term successful organization.

While the sarcastic nickname O'Leary has received on the show may not make him the best partner for an entrepreneur, it shows that he not only is a wise investor but someone that limits their risk as much as possible. For some investors, this sounds like the kind of guy they would love to be able to invest with. I mean honestly, who hasn’t watched Shark Tank and thought to themselves how cool it would be if they could partner with one of the investors on the show?

Well, you know can! Continue reading "How To Invest Alongside "Shark Tanks" Kevin O'Leary"