Jim O’Shaughnessy, O’Shaughnessy Asset Management, says a long-term investor should be buying now, and compares “low-conviction buybacks” (defined as 5% or less) and “high-conviction buybacks” (over 5%) in identifying attractive…
Tag: James O’Shaughnessy
Great Pages: O'Shaughnessy On Models vs. Humans
Can a single page of a book change your investment life? We believe it can. Periodically, we highlight some of the Great Pages that have had a great impact on our…
The Best Sector For The Long Haul Isn't What You Might Think
Every other issue of the Validea Hot List newsletter examines one the investing greats behind John P. Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy’s research…
OSAM: Microcaps A Better Opportunity Than PE
Over the past decade or so, investors — particularly institutional investors — have focused more and more on private equity as a way to get exposure to small, potentially high-growth…
Take It From The Gurus: Boring Is Beautiful
In a recent article for Canada’s Globe and Mail, Validea CEO John Reese says that when it comes to investing, boring is beautiful. (more…)
O'Shaughnessy on Investor Psychology, Bond Market Trouble, and Why Value Wins
In a wide-ranging interview with Barry Ritholtz on Bloomberg View, quantitative investing guru James O’Shaughnessy recently talked about why human beings are such inferior prognosticators compared to computer models, what that…
O'Shaughnessy: Keep It Simple With Shareholder Yield
You don’t need complicated strategies to beat the market. That’s what James O’Shaughnessy says in a recent column discussing shareholder yield (dividend yield plus buyback yield). (more…)
O'Shaughnessy: Data Says Stay Away From Glamour
Investors are continually attracted tho “glamour stocks” — those popular, flashy picks that are always being talked about. But quantitative investing guru James O’Shaughnessy says history shows those exciting stocks…
Which Value Metric Is Best?
Which valuation metric is best? In his latest for Canada’s Globe and Mail, Validea CEO John Reese looks at just that question, weighing the pros and cons of several popular…
Blending Growth And Value With The O'Shaughnessy Approach
Every other issue of the Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged…