O’Shaughnessy Asset Management (OSAM) says financial advisors should “look to customized tax management and savings as a source to maximize after-tax return.” This according to a recent article in Businesswire…
Tag: OSAM
Machine Learning, Fantasy Football and Factor Investing with Kevin Zatloukal (Ep. 76)
In this episode, we are joined by Kevin Zatloukal. Kevin teaches Computer Science at the University of Washington and has his Ph.D. in Computer Science from MIT. He previously was…
Excess Returns, Ep. 38: Four Reasons Value Investing Might Not be Dead Yet
Value investors have fallen on difficult times in the most recent decade. Value’s extended underperformance has led many to question whether the strategy still works or if it is broken…
Is the Price/Book Ratio Dead?
By Jack Forehand, CFA The Price/Book has probably been the most important valuation ratio of the past century. If you look at the academic research that supports value investing, you won’t…
Excess Returns, Ep. 29: Timeless Investing and Life Lessons with Jim O'Shaughnessy
In this week’s episode we are privileged to be joined by Jim O’Shaughnessy. Jim is a pioneer in quantitative investing and the founder of O’Shaughnessy Asset Management. He is also…