January 01, 2018
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 and Chief Investment Officer
October 01, 2017
The Reformed Broker, "An Evening in Wonderland"
Crypto Currency, Blockchains, Hashing, and Mining? Josh Brown recounts last week's mind-expanding evening, a summit hosted by PM and "Invest Like the Best" podcaster Patrick O'Shaughnessy, with panelists Elizabeth Stark, Chris Burniske, Ari Paul, and Matthew Goetz.
October 04, 2017
Bloomberg Radio, "Chris Meredith on Successful Active Investing"
Chris Meredith, OSAM Director of Research & Senior Portfolio Manager, joins Bloomberg Markets' Carol Massar and Cory Johnson to discuss the challenges and opportunities that face Active investors.
September 29, 2017
The Wall Street Journal, "Will You Be Ready When the Stock Market Crashes Again?"
In this article, WSJ's Jason Zweig harkens back to 1987, when Jim O'Shaughnessy watched the DJIA fall a record 108.35 points on unprecedented volume (~339 million shares). WSJ subscribers can use the link above to log in and find out more.
February 13, 2017
MoneyLife, "Big Interview with Jim O'Shaughnessy (2017)"
Listen to these tips on avoiding emotional decision making, ignoring short-term events and other noise, and why investors should remain bullish on the U.S.
Later, Jaffe reprises the interview in The Seattle Times in his "Your Funds" syndicated column.
February 02, 2017
Bloomberg Radio, "Bloomberg Markets: O'Shaughnessy on Active vs. Passive"
Should the majority of investors skip active investing and go passive?
The answer isn't what you'd expect.
January 09, 2017
WSJ.com, "Top 5 Investing Posts of 2016 from the WSJ's Experts Blog"
Read why WSJ.com has proclaimed OSAM Portfolio Manager Patrick O'Shaughnessy's "Invest Like the Best to be one of the five best investing podcasts their readers should listen to. WSJ's Experts Blog is a group of panelists who cover wide-ranging themes in both investing and non-investing issues.
October 03, 2016
Bloomberg Radio, "The Bloomberg Advantage: O'Shaughnessy 'Process Not Outcome'"
Listen to this interview for more info about buybacks and the recent blog post from OSAM's Research Team.
September 20, 2016
Ignites, "Smartest Beta Bet: Industry Splits Over Single vs. Multi-Factor ETFs"
In this article covering factor-based investing, OSAM Portfolio Manager and author Patrick O'Shaughnessy comments on the importance of building strategies for alpha, not scale.
June 08, 2016
The Meb Faber Show, "An Unexpected Drop-in from Patrick O'Shaughnessy"
Portfolio Manager Patriick O'Shaughnessy joins Shareholder Yield author Mebane Faber in a lively discussion about investing themes and opportunities.