In an interview with CityWire, Patrick O’Shaughnessy, CEO of O’Shaughnessy Asset Management, discussed the company’s software-centric investing service, Canvas. The service is the first custom indexing platform, which allows advisors…
Tag: Patrick O’Shaughnessy
The O'Shaughnessy Approach: Guarding Against Narrative-Loving Humans
An article in CityWire profiles the father-and-son investing duo of Jim and Patrick O’Shaughnessy, chief investment officer and chief executive respectively at quantitative money management firm O’Shaughnessy Asset Management. Jim…
The Good, Bad and Ugly of High Active Share
Patrick O’Shaughnessy, portfolio manager at O’Shaughnessy Asset Management and curator of the investment blog, The Investor Field Guide, explains that active share – a measure that shows how different a…
Positioning for 2016
Patrick O’Shaughnessy of O’Shaughnessy Asset Management says “if you look historically at what broad categories do well during period of rising rates . . . value stocks tend to…
Dividend Stocks Offering More Than Just Dividends
In his latest piece for NASDAQ.com, Validea CEO John Reese takes a look at some dividend stocks that also offer solid fundamentals. In the article, Reese looks at Patrick O’Shaughnessy’s latest…
Should You Use Dividend Yield As A Value Metric?
Is dividend yield an effective value metric? Not in the US, says Patrick O’Shaughnessy. (more…)
Value or Momentum? How 'Bout Both
Are you a value investor, or a momentum investor? In a recent piece for Yahoo! Finance, Patrick O’Shaughnessy says you’re better off being both. (more…)
How Many Stocks Is Enough?
How many stocks do need to have in a portfolio to maximize returns and still limit risk? OSAM’s Patrick O’Shaughnessy recently looked at that question, and his findings may surprise…
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…
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…
