December 06, 2018
'Humans love a narrative. We have safeguarded against that': Jim and Patrick O’Shaughnessy
A disciplined quantitative approach has helped O’Shaughnessy Asset Management’s father-and-son duo to hone the firm’s value offering.
July 21, 2018
Lessons from Jim O’Shaughnessy
Microsoft's Tren Griffin reviews his 12 favorite lessons from Jim O'Shaughnessy.
May 08, 2018
What Works on Wallstreet Podcast with Jim O’Shaughnessy, “Negative Equity, Veiled Value, and the Erosion of Price-to-Book”.
Listen to this discussion on the problem with the price-to-book ratio with OSAM's Chairman and CIO, Jim O’Shaughnessy and Portfolio Manager, Travis Fairchild.
Listen to the podcast
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 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.
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.
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.
May 01, 2016
Research Magazine, The .400 Hitter and the Investment Superstar
April 22, 2016
Morningstar.com, “The Third Wave of Indexing”
Read this Rekenthaler Report to learn how OSAM’s Factor Alpha represents the most recent milestone on the timeline of investing innovations.
March 28, 2016
CNBC Squawk Box, "Market Valuations Look Fair: Pro"
Watch this clip to learn how using multi-factor composites to measure valuation, yield, and quality can help investors find long-term returns while avoiding overcrowded stocks. OSAM CEO Jim O’Shaughnessy joins BofA Merrill Lynch’s Savita Subramanian on Squawk Box.
December 16, 2015
Fortune, “Brokers and Advisers Fight For Millennials’ Money”
Can millennials be persuaded to invest in the markets? OSAM Portfolio Manager Patrick O’Shaughnessy thinks they should, and lends his wisdom to the article.
December 09, 2015
CNBC Squawk Box, "Buy Value Stocks as Rates Rise: Pro"
Learn about investment choices in rising rate environments with OSAM Portfolio Manager Patrick O’Shaughnessy and Morgan Stanley Investment Management’s Andrew Slimmon.
November 23, 2015
The Investors Podcast, “Quant Investing with Patrick O’Shaughnessy”
Listen to this discussion on “buybacks” and value investing with OSAM Portfolio manager Patrick O’Shaughnessy, which follows up on the October podcast with OSAM CIO Jim O’Shaughnessy.
November 18, 2015
CNBC Halftime Report, “Ignore Fed Short-Term, Buy Value: Pro”
OSAM Portfolio Manager Patrick O’Shaughnessy discusses value versus growth in periods of rising rates, and what investors should look for going into year-end.
November 12, 2015
Bloomberg Radio, “The Bloomberg Advantage: O’Shaughnessy on Investing Discipline”
November 03, 2015
CNBC Squawk Box, “How Millennials Can Build a Fortune”
November 01, 2015
Incisive Media, “American Financial Technology Awards: Best IT Team Finalists”
OSAM has been nominated as a Finalist for Best IT Team. It is an honor to join the ranks of such financial services giants as Blackstone, Citi, and Fidelity who also made the list.
October 01, 2015
The Investors Podcast, “What Works On Wall Street with Jim O'Shaughnessy”
Listen in on this freeform discussion about the evolution of the O’Shaughnessy investment approach and factor investing. The series also includes interviews with such authors as Dr. Wesley Gray (Quantitative Value) and Toby Carlisle (Deep Value).
September 28, 2015
CNBC Squawk Box, “Not All Buybacks are Equal”
June 22, 2015
CNBC, “Squawk Platinum Portfolio: Hot Summer Stock Picks”
Learn about how investors can use a multi-factor, rules-based system to identify yield in the global and domestic markets, in this discussion with OSAM CEO Jim O’Shaughnessy.
May 21, 2015
FOX Business Network, “Where Millennials Should Invest”
Watch this Opening Bell discussion to find out about active versus passive management and how younger investors can put their money to work.
May 18, 2015
CNBC Fast Money, “A 'Smarter' Way to Invest”
Learn about “factor investing” in this Halftime Report, which features Patrick O'Shaughnessy, Portfolio Manager at OSAM.
May 04, 2015
Bloomberg Radio, “Interview: Patrick O’Shaughnessy”
Listen to this clip for OSAM Portfolio Manager Patrick O’Shaughnessy’s thoughts on how young investors can get the most out of their equity investment opportunities.
April 20, 2015
CNBC Squawk Box, “Gen Y’s Big Investing Mistake”
Watch this clip for OSAM Portfolio Manager Patrick O'Shaughnessy’s insight on investing opportunities for millennials.
March 19, 2015
FOX Business Network, “Where to Find Big Returns in the Markets"
Watch this clip to learn more about the importance of Shareholder Yield, quality screens, and “red flags” when investing in a strong U.S. dollar environment.
March 17, 2015
CNBC Squawk Box, "O’Shaughnessy: Linear Rate Move ‘Absurd’”
OSAM CEO Jim O'Shaughnessy discusses investment opportunities associated with the Fed’s interest rate hike.
March 16, 2015
Bloomberg Radio, “Quantitative Investing (Discussion)”
Part 1 - Stream mp3
Part 2 - Stream mp3
Listen in to learn more about OSAM’s unique investing methodology that uses an objective, emotionless approach focused on time-tested investment attributes to seek quality companies with superior valuation and yield. Part 2 includes examples of some names that may provide superior absolute, risk-adjusted, and consistent return.
February 25, 2015
CNBC Squawk Box, "Young Money Habits"
Watch this discussion about the mindset and behaviors of young investors in today's market, featuring OSAM Portfolio Manager Patrick O'Shaughnessy.
December 10, 2014
MoneyLife, “Big Interview with Jim O'Shaughnessy (2014)”
Learn about OSAM’s straightforward approach to investing in Jim O'Shaughnessy’s annual Big Interview with MoneyLife host Chuck Jaffe.