Babson Entrepreneurship Professor Joel Shulman Ranked #1 Large Cap Blend Equity Manager By Pensions & Investments
Babson Entrepreneurship Professor Joel Shulman, who pioneered investing in publicly-traded entrepreneurial companies through his company EntrepreneurShares, LLC, has been ranked the #1 US Large Cap Blend Equity Manager for separate accounts by Pensions & Investments for the five year period ending March 31, 2015. His US Mid Cap strategy ranked #5 for gross returns in its category. The strategies generated 26.8% and 20.1% gross return for the past 5 years, respectively.
Professor Shulman attributes his success to a proprietary 15-factor stock investment model that identifies visionary entrepreneurs around the world. His research and investment performance assert that organizations that emphasize entrepreneurial culture, organic growth, and aligned compensation trump corporate bureaucracy over time. His research shows that entrepreneurial leaders tend to keep organization costs lean, debt levels manageable, and expansion projects within reach. Moreover, many entrepreneurs have built their company since inception, and therefore have a vested interest in utilizing resources efficiently and achieving success. This often translates into superior returns for shareholders.
Professor Shulman also indicates that in addition to providing strong stock returns, entrepreneurial companies provide impact to society. Job growth is significantly higher in Entrepreneurial companies compared to non-entrepreneurial companies in the same industry. Consequently, investors in entrepreneurial companies receive a double benefit – returns and societal impact, he said.
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