Kevin O'Leary, O'Shares ETFs Chairman, Announces the Astor O'Shares Chairman's Portfolio Combining Astor's Fundamentally Driven Approach with O'Shares' ETFs

CHICAGO and BOSTON, March 15, 2017 /PRNewswire/ -- Astor Investment Management, a macroeconomics-based asset allocation firm, and O'Shares ETFs, a provider of ETFs for conservative long-term investors, have teamed up to create the Astor O'Shares Chairman's Portfolio. The strategy for investing in U.S. and global equities combines a blend of O'Shares exchange traded funds (ETFs) with a proven strategy for limiting exposure to market risk managed by Astor as determined by its proprietary Astor Economic Index®.

The Astor O'Shares Chairman's Portfolio provides a combination of core equity ETF products that are diversified by geography, sector, currency, and size. It is designed to be a truly global product that aims to provide stable returns over various economic cycles for long-term investors. The Chairman's Portfolio combines years of "bottom up" investment management experience held by members of the O'Shares team with Astor's extensive experience employing a "top down" discipline to dynamic ETF portfolio construction. 

Rob Stein, CEO and Founder of Astor stated, "The Astor O'Shares Chairman Portfolio brings together the best of both firms, with a conservative, risk-first approach that gives investors access to O'Shares' unique suite of ETFs and Astor's decades of expertise in fundamental analysis, the result, we believe, will be an 'all-weather' portfolio that seeks to offer benefits in all economic conditions, with the goal of reducing risk through economically-driven equity allocation."

Connor O'Brien, CEO of O'Shares ETF Investments, is excited about the partnership with Astor. He added, "Astor's economic driven approach to ETF portfolio construction is a perfect fit with our global suite of core equity offerings that are focused on high quality stocks. Combining OUSA, OUSM, OEUR, OEUH, OASI, and OAPH offers investors a diversified portfolio of investments selected using a rules-based discipline designed to offer attractive long-term, risk adjusted returns compared to generic market-cap weighted index products. This partnership gives advisors a 'one-stop shop' option to their equity allocation with potentially less exposure to overall market risk. We believe investors may benefit from Astor's expertise in 'top down' analysis and a 'bottom up' discipline that is the foundation of O'Shares ETFs."

Kevin O'Leary, Chairman of O'Shares ETF Investments added, "I am a long-term investor who wants less risk. I want a diversified equity portfolio invested in the highest quality, large cap and small cap companies in the U.S., Europe, and Asia. If I want true diversification and risk mitigation, my portfolio cannot be diversified by sector alone, but also by region, currency and market cap.  This is what the Astor O'Shares Chairman's Portfolio provides for me."

Each O'Shares ETF owns a portfolio of more than 100 dividend-paying stocks, primarily of large-cap companies, selected using investment rules developed by FTSE Russell for O'Shares, to measure and select stocks for quality, lower volatility, and dividend yield. The Astor O'Shares Chairman's Portfolio will be constructed to provide exposure to U.S. large cap, U.S. small cap, and international (hedged and unhedged), using O'Shares ETFs:

Astor will manage the Chairman Portfolio using its Astor Economic Index® to adjust overall beta² (equity exposure) and risk. Astor will rebalance the portfolio to adjust for correlation and volatility. Astor's economically driven investment approach increases and decreases overall asset allocation depending on the current stage of the economic cycle. It makes gradual adjustments in its portfolios in an attempt to decrease volatility and reduce drawdown³, while remaining invested during periods of economic growth.

For more information, visit http://go.astorim.com/astor_solutions

About O'Shares ETF Investments:
O'Shares provides ETFs for conservative long-term wealth management, using FTSE Russell Quality/Volatility/Yield rules-based indexes across the family of O'Shares ETFs investing in equities, across the U.S., Europe and Asia-Pacific regions.  O'Shares ETFs are designed to be core investment holdings providing cost-efficient long-term investment performance, with less risk and more yield, by holding portfolios of large-cap, mid-cap and small-cap companies that meet financial criteria for quality, low volatility and yield. http://oshares.com

About Astor Investment Management:
Astor Investment Management is a macroeconomics-based investment management firm. Using its proprietary Astor Economic Index, the firm allocates assets in its portfolios based on the strength or weakness of the U.S. economy. It offers several investment portfolios focused on dynamic asset allocation, sector allocation, and active income. Through analysis, Astor's objective is to mitigate portfolio risk and reduce client participation in substantial stock market drawdowns.  http://astorim.com

For Further Information:
Kevin Beadles
[email protected]

1. Source: Bloomberg. Data as of 1/31/2017. 
2. Beta estimates the degree a stock's price will fluctuate based on a given movement in the representative market index.
3. Maximum Drawdown Percentage: Largest drop from a peak to a bottom in a subperiod over time frame. It measures the magnitude of the worst loss an investor could have incurred by investing in that security.

Before you invest in O'Shares Investments Funds, please refer to the prospectus for important information about the investment objectives, risks, charges and expenses. To obtain a prospectus containing this and other important information, please visit www.oshares.com to view or download a prospectus online. Read the prospectus carefully before you invest. There are risks involved with investing including the possible loss of principal.

Concentration in a particular industry or sector will subject the Fund to loss due to adverse occurrences that may affect that industry or sector. The Fund may use derivatives which may involve risks different from, or greater than, those associated with more traditional investments. The Fund's emphasis on dividend-paying stocks involves the risk that such stocks may fall out of favor with investors and underperform the market. Also, a company may reduce or eliminate its dividend after a Fund's purchase of such a company's securities. Returns on investments in foreign securities could be more volatile than, or trail the returns on, investments in U.S. securities. Exposures to foreign securities entail special risks, including political, diplomatic, economic, foreign market and trading risks. In addition, unless perfectly hedged, the Fund's investments in securities denominated in other currencies could decline due to changes in local currency relative to the value of the U.S. dollar, which may affect the Fund's returns. The Fund's hedging strategies may not be successful, and even if they are successful, the Fund's exposure to foreign currency fluctuations is not expected to be fully hedged at all times. See the prospectus for specific risks regarding the Fund.

The securities of small capitalization companies are often more volatile and less liquid than the stocks of larger companies and may be more affected than other types of securities during market downturns. Compared to larger companies, small capitalization companies may have a shorter history of operations, and may have limited product lines, markets or financial resources.

Past performance does not guarantee future results. Shares are bought and sold at market price (not NAV), are not individually redeemable, and owners of the Shares may acquire those Shares from the Funds and tender those Shares for redemption to the Funds in Creation Unit aggregations only, consisting of 50,000 Shares. Brokerage commissions will reduce returns.

O'Shares Investments Funds are distributed by Foreside Fund Services, LLC. Foreside Fund Services, LLC is not affiliated with O'Shares Investments or any of its affiliates.

All information contained herein is for informational purposes only. This is not a solicitation to offer investment advice or services in any state where to do so would be unlawful. Analysis and research are provided for informational purposes only, not for trading or investing purposes. All opinions expressed are as of the date of publication and subject to change. Astor and its affiliates are not liable for the accuracy, usefulness or availability of any such information or liable for any trading or investing based on such information.

The Astor Economic Index® is a proprietary index created by Astor Investment Management LLC. It represents an aggregation of various economic data points: including output and employment indicators. The Astor Economic Index® is designed to track the varying levels of growth within the U.S. economy by analyzing current trends against historical data. The Astor Economic Index® is not an investable product. When investing, there are multiple factors to consider. The Astor Economic Index® should not be used as the sole determining factor for your investment decisions. The Index is based on retroactive data points and may be subject to hindsight bias. There is no guarantee the Index will produce the same results in the future. The Astor Economic Index® is a tool created and used by Astor. All conclusions are those of Astor and are subject to change.

SOURCE O'Shares Investments

Related Links

http://www.oshares.com