We Pursue a Simple Mission:

Learn, build,
share, repeat.

We constantly learn more about investing, build disciplined strategies to capture the best of what we've learned, and share our broad findings with other curious investors.

PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH

Alpha or Assets? Factor Alpha vs. Smart Beta

Read how to build investment strategies for alpha, not scale—and why we believe the asset management industry has gone in the opposite direction.

They Can’t All Be That Smart

As the number of factor products increase, it’s important to understand how different portfolio construction methods can lead to very different investment results, even when using the same factors.

Price-to-Book’s Growing Blind Spot

Has an increase in shareholder transactions (primarily share repurchases) contributed to how price-to-book has gradually become ineffectual in recent years?

OSAM at a Glance

22 years Managing client money
$6.2B Assets under management and advisement
17 strategies Our model applied: Micro to Large cap; US to Global
85,241 Stocks studied across six decades of history
Managing client money
Assets under management and advisement
Our model applied: Micro to Large cap; US to Global
Stocks studied across six decades of history

Investment Strategies

We build portfolios with significant factor advantages in different style segments, market capitalization ranges, and geographic regions. Our portfolios tend to have low excess return correlation with other active strategies, little overlap with market indexes, and low active costs. We have routinely worked with clients to build custom solutions.

LEARN MORE

Our Team -
Consistency, Creativity, and Alignment

Investment success requires constant exploration, disciplined implementation, and skin in the game. We have built a team dedicated to applying our style of investing for the long term, whose interests are aligned with our clients and fellow OSAM colleagues.

OUR TEAM

Owned by 13 principal employees
Our money is aligned with yours: no personal trading, 100% of our Principals are invested in OSAM strategies
Our principals have been with the firm an average of 11 years.
Jim O'Shaughnessy
Principal, Chairman and Chief Investment Officer, Portfolio Manager

Blog & Research

OSAM is committed to conducting interesting new research on markets and sharing our findings with investors. We want to manage money on behalf of committed, long-term investors, which means sharing what we learn. To follow our journey, you can read, listen and watch.

  • April 2018 Negative Equity, Veiled Value, and the Erosion of Price-to-Book April 2018
  • December 2017 Purgatory for Pessimists: An Unemotional, Factor-Based Approach to International Equities December 2017
  • December 2017 Microcap as an Alternative to Private Equity December 2017