Promotion and Leadership Transition

OSAM is happy to announce the promotion of Patrick O’Shaughnessy to CEO. Jim O’Shaughnessy will remain in his role as Chairman & Chief Investment Officer. Download PDF

They Can’t All Be That Smart

A due diligence framework to understand the potential alignment or misalignment of the portfolio and factor through the lens of Active Share.

Price-to-Book’s Growing Blind Spot

Has P/B gradually become ineffectual in recent years? Learn how to avoid this pitfall by seeking signals from other factors instead.