We Pursue a Simple Mission:

Learn, build,
share, repeat.

We constantly learn more about investing, build disciplined strategies to capture the best of what we've learned, and share our broad findings with other curious investors.

PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH
START CUSTOM INDEXING
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH

Climbing the Maturity Wall of Worry

The recent increase in interest rates has generated questions in the investment community about the potential impact that rising debt costs might have on corporate earnings.

The Quarterly: Fundamental Instability

We think the current environment lacks fundamental stability and it will take a few more quarters to be able to proclaim victory.

Don’t Just Sit There…Tax Loss Harvest

In the first six months of the year, OSAM harvested 6,000 times across Canvas accounts, generating $100m of net losses and helping to lift clients’ after-tax returns

OSAM at a Glance

17 years Managing client money
$9.4B Assets under management and advisement
Canvas Our industry-leading Custom Indexing platform
Style-based SMAs Factor model applied: Micro to Large cap; US to Global
Managing client money
Assets under management and advisement
Our industry-leading Custom Indexing platform
Factor model applied: Micro to Large cap; US to Global

Separate Account Strategies

We build portfolios with significant factor advantages in different style segments, market capitalization ranges, and geographic regions. Our portfolios tend to have low excess return correlation with other active strategies, little overlap with market indexes, and low active costs. We have routinely worked with clients to build custom solutions.

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Our Team -
Consistency, Creativity, and Alignment

Investment success requires constant exploration, disciplined implementation, and skin in the game. We have built a team dedicated to applying our style of investing for the long term, whose interests are aligned with our clients and fellow OSAM colleagues.

OUR TEAM

Our Principals have been with the firm an average of 19 years.
Research and investment management team of 19, consisting of 5 CFA Charterholders.
Patrick O'Shaughnessy, CFA
Chairman Emeritus

Blog & Research

OSAM is committed to conducting interesting new research on markets and sharing our findings with investors. We want to manage money on behalf of committed, long-term investors, which means sharing what we learn. To follow our journey, you can read, listen and watch.

  • January 2024 The Quarterly: Irrational Exuberance Redux January 2024
  • December 2023 Climbing the Maturity Wall of Worry December 2023
  • November 2023 The Quarterly: Fundamental Instability November 2023

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