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.

START CUSTOM INDEXING
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH
START CUSTOM INDEXING
PHILOSOPHY & PROCESS
FOLLOW OUR RESEARCH

Don’t Just Sit There…Tax Loss Harvest

By Euan Mackay

In the first six months of the year, OSAM harvested 6,000 times across Canvas accounts, generating $100m of net losses and helping to lift clients’ after-tax returns

A Letter to Clients On Franklin Templeton Acquisition

By Patrick O’Shaughnessy

Today, I have exciting news to share: O’Shaughnessy Asset Management has agreed to be acquired by Franklin Templeton, a $1.5 trillion global investment management firm with a 70-year history.

Custom Indexing: The Next Evolution of Index Investing

By Patrick O’Shaughnessy

By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients. Custom Indexing is the next evolution of index investing and Canvas is the first offering within this new category - a category that looks to be the inevitable future of portfolio management.

FIRM

OSAM at a Glance

17 years Managing client money
$9.4B Assets under management and advisement
Canvas Our industry-leading Custom Indexing platform
Style-based SMAs Factor model applied: Micro to Large cap; US to Global
Managing client money
Assets under management and advisement
Our industry-leading Custom Indexing platform
Factor model applied: Micro to Large cap; US to Global
SEPARATE ACCOUNT STRATEGIES

Separate Account 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.

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OUR TEAM

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

Our Principals have been with the firm an average of 19 years.
Research and investment management team of 19, consisting of 5 CFA Charterholders.
Patrick O'Shaughnessy, CFA
Chairman Emeritus

BLOG & RESEARCH

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.

  • August 2022 Don’t Just Sit There…Tax Loss Harvest August 2022
  • July 2022 Four Themes That All Allocators Should Consider July 2022
  • June 2022 OSAM Founder Jim O’Shaughnessy to Retire at Year End June 2022

The statements on this page are qualified in their entirety by the disclaimers and limitations contained here.