ERShares XOVR ETF Expands Access to High-Growth Private Companies and Sets a New Standard for Private Equity Valuation in ETFs

Whats Happening:

ERShares, the issuer of the XOVR ETF, is leading the financial industry by providing retail investors access to high-growth private companies through its innovative investment strategy. The fund includes SpaceX (10% of total holdings) and exposure to Klarna, addressing the issue of private companies staying private longer and limiting retail investor access to significant wealth-creation events.

Key Moves:

• XOVR ETF integrates private equity into its portfolio, including 10% holdings in SpaceX

• ERShares aims to democratize access to high-growth private companies for retail investors

• The fund implements a rigorous, multi-factor approach for valuing private equity within the ETF

By The Numbers:

• SpaceX currently represents 10% of XOVR ETF's total holdings

• Historical IPO valuations of around $560 million for high-potential ventures are now rare

• ERShares adjusts valuations based on multiple factors to ensure accurate NAV reflection

Key Quotes:

• "As the IPO landscape evolves, many high-profile companies, including SpaceX, are delaying their public offerings. This limits access to only accredited and institutional investors, leaving retail investors out of some of the most significant wealth-creation events," said Eva Ados, Chief Investment Strategist at ERShares.

• "We continue to provide evidence of how this private-public model works," added Dr. Shulman. "Our approach will soon become clear as upcoming IPOs unfold, reinforcing the value of integrating high-growth private firms into a diversified portfolio."

• "Valuing private equity within an ETF requires a rigorous, multi-factor approach that accounts for market-driven price discovery mechanisms," Dr. Shulman explained.

Bottom Line:

ERShares' XOVR ETF is pioneering a new approach to investing by bridging the gap between private and public markets. By providing retail investors access to high-growth private companies like SpaceX, the fund aims to democratize investment opportunities previously limited to accredited and institutional investors. This innovative strategy, coupled with a rigorous valuation methodology, positions ERShares at the forefront of evolving investment trends in the ETF space.

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