O'Shaughnessy Asset Management, LLC

O'Shaughnessy Asset Management is a money management firm located in Stamford, Connecticut. All of our investment strategies are based on the groundbreaking research conducted by Jim O'Shaughnessy and featured in his book What Works on Wall Street. Every strategy we offer our clients is time-tested, empirically derived and rigorously implemented.

Strategy Scorecard

O'Shaughnessy All Cap Core
O'Shaughnessy All Cap Value
O'Shaughnessy Enhanced Dividend^®
O'Shaughnessy International ADR
O'Shaughnessy Market Leaders Value
O'Shaughnessy Small Cap Growth
O'Shaughnessy Small Cap Value
O'Shaughnessy Small-Mid Cap Growth
O'Shaughnessy Value Blend^®

The evidence in this paper suggests that a successful approach to investing may be one that marries the best aspects of both passive and active investing.

OSAM Research evaluates the prospects for global dividend-paying equities in the current market.

Three strategies currently rank as Top Performers in Lipper MarketPlace’s Best Money Managers (Market Leaders Value, SCG, and SMID).

Combining the Best of Passive and Active Investing

Expanding Horizons:

The Most Difficult Environment for Generating Income in 140 Years

Lipper Best Money Managers

Combining the Best of Passive and Active Investing

Expanding Horizons: The Most Difficult Environment for Generating Income in 140 Years

Lipper Best Money Managers

Expanding Horizons:

The Most Difficult Environment for Generating Income in 140 Years