Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers…
Tag: James O’Shaughnessy
OSAM: Value & Momentum A Winning Combo North Of The Border
The combination of value and momentum has been shown to be a winning formula in stock investing, and quantitative guru James O’Shaughnessy’s firm says the data shows it’s a recipe…
O'Shaughnessy on Bond Market Risk, And Stock Strategy
After its huge run-up over the past 5 years, does the stock market still have good times ahead? Quantitative investing guru James O’Shaughnessy thinks so. In an interview with Canada’s…
Consider Making Staples A Staple Of Your Portfolio
Consumer staples have been struggling recently, but Validea CEO John Reese says that’s no reason for long term investors to avoid them. “In his most recent edition of What Works on…
OSAM on the Efficient Market Myth
While many believe that equity markets — particularly large-cap equity markets — are efficient, quantitative investing guru James O’Shaughnessy’s firm says the data shows otherwise. “Our research shows that, with…
Beating the Market with Growth ... and Value
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 annual…
OSAM: How To Win In Emerging Markets
Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors…
Studies: It's About Value, Not Quality
“High-quality stocks” sounds like something any investor would want to own. But in a recent column for Canada’s Globe and Mail, Norman Rothery points out just how difficult it is…
Active or Passive? Try (Parts of) Both
Should you choose actively managed funds for your investments, or passively managed funds? It’s one of the investing world’s great debates. And in a new research paper, James O’Shaughnessy’s firm…
OSAM: Global Dividends Looking Very Attractive
James O’Shaughnessy’s firm says that we’re in the most difficult environment for generating income in at least 140 years, and that the best place for investors to look for yield…