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Joel Shulman
Managing Partner & CIO, ERShares LLC
Joel Shulman is the Founder, Managing Partner, and Chief Investment Officer (CIO) of EntrepreneurShares (ERShares), a global asset management firm specializing in entrepreneurial investment strategies. With over 25 years of academic research at Babson College (ranked #1 for entrepreneurship by U.S. News & World Report), he developed the Entrepreneur Factor, a proprietary 15-factor model identifying companies led by entrepreneurial leaders who drive disruptive innovation.124
Key Career Highlights
- Academic and Professional Background:
- Entrepreneurial Ventures:
- Asset Management:
- Global Influence:
Research and Philosophy
Shulman’s work emphasizes that entrepreneurial leaders exhibit long-term orientation and curiosity, driving cost efficiencies and demand growth through innovation.6 His research, published in journals like The Journal of Index Investing, links entrepreneurial companies to ESG-rich outcomes and exceptional returns.8
Media and Public Engagement
- Regularly discusses market trends and investment strategies on platforms like Bloomberg TV and Fox Business.56
- Authored the 2004 bestseller Getting Bigger by Growing Smaller and contributes to Forbes columns.14
Shulman’s career bridges academia, entrepreneurship, and asset management, positioning him as a leader in thematic investing and entrepreneurial finance.27
