At O’Shaughnessy Asset Management, our mission is to deliver alpha-generating
strategies based on our core investment tenets: Quality Companies with Strong Valuation,
Momentum, and Yield. We firmly believe in the value of applying
empirical, fundamental research to uncover quantitative stock selection
strategies. We have completed an exhaustive study of the historical characteristics
that attractive value and growth stocks possess, and this research forms the basis of every
portfolio we offer. Our strategies appeal to common sense and select stocks in a logical,
unemotional way: We buy quality companies with strong valuation, momentum, and yield.
We do not seek to deviate from our strategies, and we adhere to a disciplined systematic process.
We believe that many money managers underperform their benchmarks because of their inherent
inability to separate themselves from the emotions that often cloud good decision-making.
Our process is consistent and rational; we do not let short-term market fluctuations distract
us from our longer-term goals. We allow our stock selection screens to add value over full market
cycles and we generally stay fully invested in the market. And, unlike most other quantitative
managers, our process is transparent. We show you how and why we choose the stocks that we do,
helping you to fully understand our models and how they are designed to work.