Bloomberg Radio:
O’Shaughnessy on Disciplined Investing

Categories Interview, Investing, OSAM Research

“We think that you’re never going to get rewarded for making ‘comfortable’ investments.
The best investments begin in discomfort.”

— CEO Patrick O’Shaughnessy1

BBR logoDuring a recent visit to Bloomberg Markets , Jim O’Shaughnessy2 and Patrick O’Shaughnessy discuss investment strategy, markets, and Patrick’s new role at the firm.3

“Bloomberg Markets: O’Shaughnessy on Disciplined Investing” transcript: Continue reading “Bloomberg Radio:
O’Shaughnessy on Disciplined Investing”

Money Life Radio: “The Big Interview”

Categories Interview, Investing, OSAM Research

Director of Research & Senior Portfolio Manager Chris Meredith joins acclaimed MarketWatch columnist Chuck Jaffe on his daily talk show “The Big Interview”1 to look back on 2017, and ahead to the new year…2

“The Big Interview: Chris Meredith” transcript: Continue reading “Money Life Radio: “The Big Interview””

2017 Factor Alpha Newsletter
“Value” vs. “Momentum”

Categories Investing, Momentum, OSAM Research, Value

The past year was full of plot twists. Momentum beating Value was not one of them. The victory comes as no surprise because these 2 themes swap leadership cyclically — 2017 was Momentum’s year. And, as you can see in the exhibits below, Momentum’s winning streak definitively spans all 7 of the universes we ran. Continue reading “2017 Factor Alpha Newsletter
“Value” vs. “Momentum””

“Purgatory for Pessimists” — International Equities
An Unemotional, Factor-Based Approach

Categories Author: Ehren Stanhope, International, Investing, OSAM Research

The current Bull Market has been unkind to non-U.S. allocations. At a conference I recently attended, the term TINA1 (there is no alternative) was overheard, more than once, in the context of allocating investor portfolios. Expected returns on fixed income are likely to be low, and identifying top quartile alts managers — let alone gaining access to them — is increasingly difficult. Continue reading ““Purgatory for Pessimists” — International Equities
An Unemotional, Factor-Based Approach”

Podcast 4: A Returns-Based Approach
for Allocating U.S. Microcap
into Equities Portfolios

Categories Author: Jim O'Shaughnessy, Insight, Investing

“What Works on Wall Street” Podcast
Traditional asset allocation favors capacity-based frameworks that are overly-reliant on flawed market cap-weighted indexes. Also, that approach fails to make adjustments for investor risk tolerance or plan size…

Episode 4: This podcast series is now on iTunes, transcript below: Continue reading “Podcast 4: A Returns-Based Approach
for Allocating U.S. Microcap
into Equities Portfolios”

Factor Alpha Newsletter
“OSAM Value” (2000 thru Oct-2017)

Categories Investing, OSAM Research, Value

* The backtested results for this article are as of 10/31/17. 1

Value is the centerpiece of our investment framework and it gets built into every one of our strategies — even growth-oriented strategies. We believe that what you pay for an investment is one of the most predictive characteristics of future alpha. Continue reading “Factor Alpha Newsletter
“OSAM Value” (2000 thru Oct-2017)”