In 1987, John T. Bart, then a Professor of Finance at the University of Windsor, founded the ShareOwner organization (“ShareOwner”). Its mission is to provide individual investors and investment clubs with practical education and portfolio training to invest directly, and more successfully, in high quality growth stocks.
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Acknowledgements
The mentorship's fundamentals-based education draws significantly from:
(1) The DuPont Model of profitability analysis formulated by the giant chemical company during the 1920s.
(2) The stock selection methodology pioneered in the 1940s by George Nicholson Jr. for the emerging investment club movement in the USA.
Stock Market Education
ShareOwner Education Inc. equips novice and experienced investors with the education, tools and training needed to invest more successfully in high quality growth stocks. Today, that skill is taught principally through ShareOwner’s Stock Market
Mentorship.
Stock Market Trading
Canadian ShareOwner Investments Inc. operates Canada’s only dollar-based trading service for common stocks and exchange-traded funds. For example, a $100 investment in the shares of ABC Inc. (recent price $35) purchases 2.8571 shares.
Canadian ShareOwner Investments Inc. is a member of the Canadian Investor Protection Fund and the Investment Industry Regulatory Organization of Canada and a participant in the Canadian Depository for Securities.
As well, thousands of investors use the service for low-cost portfolio building.
Stock Market Literacy
In 2007, ShareOwner applied its dollar-based trading technology to increasing stock market literacy by sponsoring Canada’s first Real-Money Stock Market Tournament.
Contestants used $1,000 of their money to buy and sell stocks during an 11-month tournament.
In 2008, ShareOwner sponsored a second real-money tournament that was exclusively for university and college students. |
