February 13, 2017
MoneyLife, “Big Interview with Jim O'Shaughnessy (2017)”
Stream mp3 (12 minutes)
Listen to these tips on avoiding emotional decision making, ignoring short-term events and other noise, and why investors should remain bullish on the U.S.
Later, Jaffe reprises the interview in The Seattle Times in his “Your Funds” syndicated column.
February 2, 2017
Bloomberg Radio, “Bloomberg Markets: O’Shaughnessy on Active vs. Passive”
Stream mp3 (11 minutes)
Should the majority of investors skip active investing and go passive?
The answer isn’t what you’d expect.
January 9, 2017
WSJ.com, “Top 5 Investing Posts of 2016 from the WSJ’s Experts Blog”
Read why WSJ.com has proclaimed OSAM Portfolio Manager Patrick O’Shaughnessy’s “Invest Like the Best” to be one of the five best investing podcasts their readers should listen to. WSJ’s Experts Blog is a group of panelists who cover wide-ranging themes in both investing and non-investing issues.
October 3, 2016
Bloomberg Radio, “The Bloomberg Advantage: O’Shaughnessy ‘Process Not Outcome’”
Listen to this interview for more info about buybacks and the recent blog post from OSAM's Research Team.
September 20, 2016
Ignites, “Smartest Beta Bet: Industry Splits Over Single vs. Multi-Factor ETFs”
In this article covering factor-based investing, OSAM Portfolio Manager and author Patrick O’Shaughnessy comments on the importance of building strategies for alpha, not scale. Subscriber-only website
June 8, 2016
The Meb Faber Show, "An Unexpected Drop-in from Patrick O’Shaughnessy"
Portfolio Manager Patriick O'Shaughnessy joins Shareholder Yield author Mebane Faber in a lively discussion about investing themes and opportunities.
Research Magazine, “The .400 Hitter and the Investment Superstar”
April 22, 2016
Morningstar.com, “The Third Wave of Indexing”
Read this Rekenthaler Report to learn how OSAM’s Factor Alpha represents the most recent milestone on the timeline of investing innovations.
March 28, 2016
CNBC Squawk Box, "Market Valuations Look Fair: Pro"
Watch this clip to learn how using multi-factor composites to measure valuation, yield, and quality can help investors find long-term returns while avoiding overcrowded stocks. OSAM CEO Jim O’Shaughnessy joins BofA Merrill Lynch’s Savita Subramanian on Squawk Box.
Fortune, “Brokers and Advisers Fight For Millennials’ Money”
Can millennials be persuaded to invest in the markets? OSAM Portfolio Manager Patrick O’Shaughnessy thinks they should, and lends his wisdom to the article.
December 9, 2015
CNBC Squawk Box, "Buy Value Stocks as Rates Rise: Pro"
Learn about investment choices in rising rate environments with OSAM Portfolio Manager Patrick O’Shaughnessy and Morgan Stanley Investment Management’s Andrew Slimmon.
November 23, 2015
The Investors Podcast, “Quant Investing with Patrick O’Shaughnessy”
Listen to this discussion on “buybacks” and value investing with OSAM Portfolio manager Patrick O’Shaughnessy, which follows up on the October podcast with OSAM CIO Jim O’Shaughnessy.
CNBC Halftime Report, “Ignore Fed Short-Term, Buy Value: Pro”
OSAM Portfolio Manager Patrick O’Shaughnessy discusses value versus growth in periods of rising rates, and what investors should look for going into year-end.
November 12, 2015
“The Bloomberg Advantage: O’Shaughnessy on Investing Discipline”
Listen to this interview for more info on high conviction buybacks, OSAM’s Market Leaders Value strategy, and how to “arbitrage human nature” by using rules-based investing.
Incisive Media, “American Financial Technology Awards: Best IT Team Finalists”
OSAM has been nominated as a Finalist for Best IT Team. It is an honor to join the ranks of such financial services giants as Blackstone, Citi, and Fidelity who also made the list.
November 3, 2015
CNBC Squawk Box, “How Millennials Can Build a Fortune”
Authors Jim and Patrick O’Shaughnessy join in on a lively discussion about the next generation of investors. CNBC Pro subscribers can also see OSAM’s three global stock picks.
The Investors Podcast, “What Works On Wall Street with Jim O'Shaughnessy”
Listen in on this freeform discussion about the evolution of the O’Shaughnessy investment approach and factor investing. The series also includes interviews with such authors as Dr. Wesley Gray (Quantitative Value) and Toby Carlisle (Deep Value).
September 28, 2015
CNBC Squawk Box, “Not All Buybacks are Equal”
June 22, 2015
CNBC, “Squawk Platinum Portfolio: Hot Summer Stock Picks”
Learn about how investors can use a multi-factor, rules-based system to identify yield in the global and domestic markets, in this discussion with OSAM CEO Jim O’Shaughnessy.
May 21, 2015
FOX Business Network, “Where Millennials Should Invest”
Watch this Opening Bell discussion to find out about active versus passive management and how younger investors can put their money to work.
May 18, 2015
CNBC Fast Money, “A 'Smarter' Way to Invest”
Learn about “factor investing” in this Halftime Report, which features Patrick O'Shaughnessy, Portfolio Manager at OSAM.
May 4, 2015
Bloomberg Radio, “Interview: Patrick O’Shaughnessy”
Listen to this clip for OSAM Portfolio Manager Patrick O’Shaughnessy’s thoughts on how young investors can get the most out of their equity investment opportunities.
April 20, 2015
CNBC Squawk Box, “Gen Y’s Big Investing Mistake”
Watch this clip for OSAM Portfolio Manager Patrick O'Shaughnessy’s insight on investing opportunities for millennials.
March 19, 2015
FOX Business Network, “Where to Find Big Returns in the Markets"
Watch this clip to learn more about the importance of Shareholder Yield, quality screens, and “red flags” when investing in a strong U.S. dollar environment.
March 17, 2015
CNBC Squawk Box, "O’Shaughnessy: Linear Rate Move ‘Absurd’”
OSAM CEO Jim O'Shaughnessy discusses investment opportunities associated with the Fed’s interest rate hike.
March 16, 2015
Bloomberg Radio, “Quantitative Investing (Discussion)”
Part 1 ( stream mp3 )
Part 2 ( stream mp3 )
Listen in to learn more about OSAM’s unique investing methodology that uses an objective, emotionless approach focused on time-tested investment attributes to seek quality companies with superior valuation and yield. Part 2 includes examples of some names that may provide superior absolute, risk-adjusted, and consistent return.
February 25, 2015
CNBC Squawk Box, "Young Money Habits"
Watch this discussion about the mindset and behaviors of young investors in today's market, featuring OSAM Portfolio Manager Patrick O'Shaughnessy.
December 10, 2014
MoneyLife, “Big Interview with Jim O'Shaughnessy (2014)”
Learn about OSAM’s straightforward approach to investing in Jim O'Shaughnessy’s annual Big Interview with MoneyLife host Chuck Jaffe.
November 26, 2014
Bloomberg Radio, Jim O’Shaughnessy Co-Hosts “Taking Stock”
Listen in as Jim O’Shaughnessy, along with Carol Massar, co-hosts Bloomberg’s “Taking Stock” program:
1. Market Opportunities (stream mp3)
2. Global Energy (stream mp3)
3. Interview: Patrick O’Shaughnessy (stream mp3)
4. Deep Value, Yield, Japan (stream mp3)
5. Thank$giving (stream mp3)
November 19, 2014
Reuters News, “Energy, Telecom Stocks Offer Opportunities”
Read about attractively-priced global energy stocks and microcaps in Reuters Global Investment Outlook Summit correspondent Luciana Lopez's interview with Jim O'Shaughnessy.
November 6, 2014
Barron’s, “The Pros and Cons of Stock Diversification”
Read OSAM Portfolio Manager Patrick O’Shaughnessy’s thoughts on concentrated portfolios in this round up of investing approaches.
TheGuardian.com, “Can the Stock Market Save Millennials?”
Author Patrick O'Shaughnessy, Portfolio Manager at OSAM, is interviewed about Millennial Money.
Maxim, “The Millennial Investor is Coming for Wall Street”
Find out how millennials—or any long-term investor for that matter—can get what they want, in this interview with author and OSAM Portfolio Manager Patrick O’Shaughnessy.
October 24, 2014
Business News Network, “How Can Millennials Get Rich?”
The hosts of BNN’s The Street interview Patrick O’Shaughnessy about his book Millennial Money: How Young Investors Can Build a Fortune.
October 23, 2014
Boom Bust, “What Should Value Investors, Especially Millennials, Do in this Market?”
Author Patrick O’Shaughnessy, Portfolio Manager at OSAM, joins host Erin Ade to discuss his new book Millennial Money.
October 16, 2014
The Street, “Why Millennials Should Buy Boring Value Stocks, Not Risky Tech Names”
Learn how young investors can gain an edge in this interview with author Patrick O’Shaughnessy.
October 14, 2014
Yahoo! Finance, “Market Pulse”
Watch this three part video series for OSAM Portfolio Manager Patrick O’Shaughnessy’s view on these issues facing investors:
1. European Opportunities (watch clip)
2. Stock Picking vs. Indexing (watch clip)
3. Millennials and the Market (watch clip)
Bloomberg Radio, “Interview: Patrick O’Shaughnessy”
Listen in as author Patrick O’Shaughnessy joins the hosts of Bloomberg Radio’s “Taking Stock” for a discussion about the power of compounding returns and other strategic investment insight from his book Millennial Money.
October 13, 2014
CNBC Squawk Box, “Generation Y and Investing”
Learn about OSAM Portfolio Manager Patrick O’Shaughnessy’s new book Millennial Investing: How Young Investors Can Build a Fortune in his recent Squawk Box interview.
October 8, 2014
First Business, “Youth Investor Fears”
Watch this video for a quick overview of Patrick O’Shaughnessy’s Millennial Money: How Young Investors Can Build a Fortune.
October 7, 2014
Business News Network, “Markets Insight: Jim O’Shaughnessy”
Watch this clip to learn about “portfolio patriotism” and investment opportunities abroad.
October 3, 2014
The Wall Street Journal, “Not Your Father’s Dividend Stocks”
With comments from OSAM Portfolio Manager Patrick O’Shaughnessy, this article explores ways to find high yield at a reasonable valuation.
September 29, 2014
CNBC, “Squawk Platinum Portfolio: OSAM's Top 3 Picks”
Watch this clip to see picks for the most attractive global high-yield stocks based on their valuations, earnings quality, and highest dividends.
Yahoo! Finance, “Investing 101"
September 2, 2014
Bloomberg View, “Masters in Business: James O’Shaughnessy (Investing)”
To listen to this wide-ranging interview with Jim O’Shaughnessy for Barry Ritholtz’s “Masters in Business” podcast series, download the MP3 here:
August 20, 2014
CNBC Squawk Box, “Split Decision on Dividend Plays”
OSAM's Enhanced Dividend® strategy and other high-yielding investment opportunities are discussed in Jim O'Shaughnessy's recent Squawk Box appearance.
August 5, 2014
Bloomberg Radio, “O’Shaughnessy Discusses Stock Buybacks"
Learn about the relationship between “earnings quality” and buyback yield, and arbitraging human nature, in this interview with Bloomberg Surveillance hosts Tom Keene and Michael McKee.
July 31, 2014
Bloomberg Radio, “Taking Stock" program
OSAM CEO/CIO Jim O’Shaughnessy’s in-depth conversation with "Taking Stock" host Carol Massar covers topics including QE, bonds, “buybacks”, expensive versus cheap, and the market leaders universe.
July 28, 2014
FOX Business Network, “Buying Expensive Stock vs. Cheap Stock”
OSAM CEO/CIO Jim O’Shaughnessy joins “Opening Bell with Maria Bartiromo” to discuss the OSAM Value Composite and how it can help investors assess stocks.
FOX Business Network, “Will GDP Upset the Markets?”
Learn how a quantitative investment strategy can be put to work for investors in Jim O’Shaughnessy’s “Opening Bell with Maria Bartiromo” interview.
FOX Business Network, “Creating a Balanced Portfolio”
Just under three minutes into the clip, Jim O’Shaughnessy discusses global opportunities in stock selection for high-yielding stocks on “Opening Bell with Maria Bartiromo”.
June 25, 2014
CNBC Squawk Box, “Avoid 'Glamour' Stocks to Boost Returns: Pro”
Jim O’Shaughnessy joins Squawk Box to discuss the firm’s proprietary composited multi-factor approach for stock selection, and how it can help investors avoid overpriced “glamour” stocks.
May 12, 2014
Yahoo! Finance, “Investor Tax Tips: Four Things You Need to Do to Protect Your Returns”
Portfolio Manager Scott Bartone, in a reprise of his whitepaper “Tax Management — Optimized for Investors” (see Commentary), co-blogs with Jim O’Shaughnessy in this post on The Exchange.
May 2, 2014
Osney Media, “TSAM Interview: Frank Fitzgerald”
At the recent TSAM Congress & Expo, panelist Frank Fitzgerald, Director of Technology at OSAM, joins Osney Buy-Side CEO Uday Singh in a discussion about industry trends and OSAM’s I.T. strategy.
April 7, 2014
CNBC Squawk Box, “Money Manager: Here’s Where the Real Momentum Lies”
OSAM CEO/CIO Jim O’Shaughnessy joins the newly-minted Squawk Platinum Portfolio segment to discuss non-U.S. dividend opportunities instead of chasing momentum (summary article linked here).
March 28, 2014
Bloomberg Radio, “O’Shaughnessy Discusses Disruption in Technology Sector”
Jim O’Shaughnessy joins “Taking Stock” hosts Carol Massar and Pimm Fox for a discussion about “richly valued” technology stocks and the challenges facing that sector.
March 20, 2014
The Guru Investor, "OSAM: Value & Momentum a Winning Combo North of the Border"
The March 2014 whitepaper by OSAM Research Team’s Travis Fairchild gets a nod from Forbes.com columnist John Reese.
February 26, 2014
CNBC Squawk Box, “Bond Bear Looks Overseas for Bargains”
Jim O’Shaughnessy discusses opportunities in non-U.S. stocks in the coming five to ten years.
February 17, 2014
Pensions & Investments, “Top-Performing Money Managers: Q4 2013”
In Q4 2013, O'Shaughnessy Micro Cap came in fifth place for All Managers of U.S. Stock. For the Domestic Value Equity category it topped the chart for 1-year and came in eighth place for 5-year.
January 31, 2014
Forbes.com, “The Best Sector For The Long Haul: Which Stocks Look Good Today?”
John Reese uses his OSAM-derived Guru Strategies to pick 5 stocks in the consumer staples sector.
January 30, 2014
The Globe and Mail, "Invest Like a Legend: James O'Shaughnessy"
The Globe and Mail chats with Jim O'Shaughnessy.
January 23, 2014
CNBC Closing Bell Exchange, "Market Alert"
Jim O’Shaughnessy lends insight to the Closing Bell panel in a discussion about the current market.
Digital Journal, “RBC Global Asset Management Inc. Receives Five Awards for 2013 Fund Performance”
The RBC O’Shaughnessy US Value Fund (based on the OSAM strategy Market Leaders ValueSM) garnered a FundGrade® A+ Award, which identifies funds with the best risk-adjusted returns and the highest level of consistency.
January 1, 2014
WSJ.com, "Ten Market Guarantees for 2014"
In this light-hearted post, OSAM's long-term-oriented investment philosophy rounds out the Top 10 list of investment predictions.
December 26, 2013
Investing Daily, "January Effect and 52-Week Highs/Lows: How to Beat the S&P 500"
Analyst Jim Fink gives a nod to OSAM's approach to microcap investing in this end of the year report.
December 5, 2013
Bloomberg Radio, "Taking Stock" program
Jim O’Shaughnessy joins hosts Carol Massar and Pimm Fox for a lively discussion about investment opportunities in global high dividend stocks.
December 3, 2013
MoneyLife, "Big Interview with Jim O'Shaughnessy (2013)"
Jim O'Shaughnessy shares recent OSAM Research relating to global high dividend yield stocks with host Chuck Jaffe, on the heels of Jim's keynote presentation at the AAII conference.
November 12, 2013
CNBC Fast Money, "'Generational Buy' for Stocks"
Jim O'Shaughnessy joins the hosts of Fast Money to discuss the generational selling opportunity for long bonds (for more info, please see the August 2013 commentary).
CNBC.com Fast Money, "O’Shaughnessy: Crisis in Long Bonds is Imminent"
This online post offers a reprise of Jim's live interview (above).
October 18, 2013
Daily Mail (online), “Back to the Future: How James O’Shaughnessy Turned Past Performance Into a Way to Find Winning Shares"
UK's Daily Mail reports on OSAM's research-driven investment approach and how it can help investors learn from the past.
September 6, 2013
Bloomberg Radio, "Taking Stock" program
August 8, 2013
WSJ.com, "A 'Generational' Opportunity for the U.S. Long Bond?"
Bloomberg.com, "Treasury 30-Year Bonds Rise on Demand Speculation Before Auction"
Jim O'Shaughnessy's August 2013 commentary is cited in relation to the decline of a 30-year bull-run in fixed-income securities.
Businessweek.com, “Treasuries Gain as Bond Sale Draws Above-Average Nondealer Bids”
July 26, 2013
Forbes.com, "Lukoil and Three Other Emerging Stocks Legendary Investors Would Like"
Guest contributor John Reese reflects on OSAM's June 2013 commentary about emerging market opportunities.
July 21, 2013
The Disciplined Investor, "Jim O'Shaughnessy Interview"
Jim O'Shaughnessy joins TDI's Andrew Horowitz (5 minutes into podcast) in a deep conversation about income-producing investments, a buyback-adjusted EPS, and Long Bond selling opportunities.
July 12, 2013
CNBC Squawk Box, "The Fed-Induced Rally"
Co-host Jim O'Shaughnessy discusses generational buying opportunities in the market (for more information, see our March 2009 commentary), and recent Fed moves.
CNBC Squawk Box, "June PPI Up 0.8%; Biggest Jump Since September"
(Part 2) Co-host Jim O'Shaughnessy discusses the June PPI results and bonds.
June 27, 2013
Jim O’Shaughnessy’s June CNBC appearance
Jim O'Shaughnessy joins CNBC’s Squawk Box to discuss emerging market opportunities (for more information, see our June 2013 commentary).
June 17, 2013
Bloomberg Radio, "O'Shaughnessy Says Market Trying to Second-Guess Fed"
April 29, 2013
Fortune, "Venturing Abroad for Yield"
Patrick O'Shaughnessy lends wisdom to this article that stems from OSAM's popular "Expanding Horizons" whitepaper. Fortune subscribers can log in at the link below.
April 22, 2013
The Wall Street Journal, "Investment Lessons From ‘The Walking Dead’"
Jim O’Shaughnessy contributes some online advice to this lighthearted look at investing planning.
March 7, 2013
Jim O’Shaughnessy’s March CNBC appearance
Jim O'Shaughnessy joins Squawk Box hosts Joe Kernen and Becky Quick to discuss current market trends and follow up "A Generational Opportunity" published by OSAM in 2009.
March 6, 2013
Forbes.com, “Stocks Are Up 150% From The Bottom. Can They Go Up From Here?”
February 26, 2013
Business News Network, "Market Sense: What Works on Wall Street & Bay St."
Jim O’Shaughnessy joins the hosts of BNN's Market Sense to discuss OSAM's strategies in light of the current market, Ben Bernanke’s recent Senate hearing, and the possible effects of sequestration.
February 19, 2013
Bloomberg Radio, "O’Shaughnessy, Ritholtz Discuss Investing Outlook"
Jim O’Shaughnessy and Barry Ritholtz participate in a lively conversation with co-host Carol Massar and reporter Duane Stanford.
January 17, 2013
The Wall Street Journal, "Ignore the News. Buy These Stocks."
Jim O'Shaughnessy joins Markets Hub to remind investors they should not be distracted by headlines and should instead focus on high-quality stocks.
January 1, 2013
BusinessInsider.com, "The Most Important Finance Books Ever Written"
What Works on Wall Street makes the short list for BusinessInsider.com's top finance books. (Direct link to listing.)
December 12, 2012
MutualFundWire.com, "A History Buff Helps a Quant Shop Court Institutions"
A profile on Institutional Sales and Client Service Managing Director David Baeckelandt. Learn about his published works and his penchant for scripophily.
November 5, 2012
Bloomberg Radio, "O’Shaughnessy Discusses Election, Fiscal Cliff, Markets"
Host Michael McKee welcomes back OSAM CEO Jim O'Shaughnessy to the "On the Economy" program.
October 18, 2012
MarketWatch, “Stock Crashes are Money-Making Opportunities”
Jim O’Shaughnessy uses his research of the market’s long-term behavior in order to examine equity performance subsequent to crashes.
October 12, 2012
The Guru Investor, "Growth Or Value? How About Both"
In addition to a separate nod to Jim O’Shaughnessy’s appearance at The Big Picture conference (see ” Block Out The Noise”), John Reese reflects in depth on the success of TheGuruInvestor.com’s Growth/Value Investor model based on research published in Jim O’Shaughnessy’s What Works on Wall Street.
October 10, 2012
Bloomberg Radio, "Jim O'Shaughnessy Interview"
Jim and Barry Ritholtz discuss OSAM's contarian approach to investing and "teaching people to fish" with co-hosts Carol Massar and Michael McKee.
MarketWatch, "Trust History, Not Fear, When Judging Markets"
During The Big Picture Conference in New York City, Jim O'Shaughnessy shares his insights, unique among the presenters, with Sam Mamudi.
October 5, 2012
MarketWatch, "Risk Perception Makes All the Difference"
MarketWatch guest contributor Charles Sizemore discusses the propensity for irrational decisonmaking mentioned in the fourth edition of What Works on Wall Street.
August 20, 2012
Jim O’Shaughnessy’s August CNBC appearance
O'Shaughnessy Enhanced Dividend® is featured in a Squawk Box discussion with OSAM CEO Jim O'Shaughnessy.
July 31, 2012
Value Investor Insight, "Strategy: James O’Shaughnessy"
Jim's interview with VII focuses on the "breakout" Trending Value strategy from What Works on Wall Street. Subscriber-only website
July 3, 2012
Forbes.com, "Five European Stocks Worth Buying Now"
John Reese uses his "Growth/Value Investor" Guru Portfolio (modeled after OSAM CEO Jim O'Shaughnessy's research) to help identify European investment opportunities in the current market.
July 2, 2012
Jim O’Shaughnessy’s July CNBC appearance
Jim discusses European investment opportunities with Squawk Box's Steve Liesman and Michelle Caruso-Cabrera on their Trading Block segment.
May 1, 2012
Business News Network, "Market Sense: Featured Guest"
Jim O'Shaughnessy joins the hosts of BNN's Market Sense in a discussion about the methodology of OSAM's strategies and the current market.
April 18, 2012
Yahoo! Finance, "Basic Metrics For Finding Cheap Stocks: Investing 101"
In Breakout's third of three "Investing 101" segments (see April 4 and April 11 below for the first and second segments), OSAM CEO Jim O'Shaughnessy and host Matt Nesto discuss metrics used for evaluating stocks.
April 11, 2012
Yahoo! Finance, "Decoding Corporate Earnings Reports"
Jim O'Shaughnessy and Breakout host Matt Nesto discuss the importance of looking at the "net bottom line" of companies' earnings.
April 4, 2012
Yahoo! Finance, "Market’s Lost Decade Will Recoup by 2020: O'Shaughnessy"
Jim O'Shaughnessy joins Breakout host Matt Nesto to discuss the road to 2020 and the choice between stocks and bonds during that time period.
February 21, 2012
Jim O’Shaughnessy’s February CNBC appearance
Two minutes into the clip, Jim joins the Fast Money hosts to discuss momentum-based stocks and dividend-paying stocks with the Dow at 13,000.
February 10, 2012
Business News Network, "Value Investing" on Business Day
OSAM CEO Jim O’Shaughnessy discusses the O'Shaughnessy Value Composite and yield factors with BNN host Frances Horodelski.
February 8, 2012
The Wall Street Journal, "James O’Shaughnessy, On Emotions"
In WSJ's "Voices" online, Jim discusses the role that emotions play in the decision-making process of financial advisers' clients.
January 27, 2012
Reuters News, "Companies Will Put Cash to Work, Up Dividends"
O'Shaughnessy Enhanced Dividend and global and domestic dividend opportunities are discussed in Rhonda Schaffler's interview with Jim O'Shaughnessy.
January 9, 2012
The Disciplined Investor, "What Works on Wall Street Interview"
TDI's Andrew Horowitz presents one of the most dynamic interviews to date, discussing in depth the book and the strategies.
December 29, 2011
CDTV.net, "Investment Strategies featuring "What Works on Wall Street, Fourth Edition"
CDTV.net's John Hanna speaks with Jim about the book and its relevance to the current market cycle.
December 19, 2011
Wall Street Sector Selector, "Interview: What Works On Wall Street"
Wall Street Sector Selector's John Nyaradi interviews OSAM CEO Jim O’Shaughnessy.
The Christian Science Monitor, "Concrete Rules for Investing on Wall Street"
Joshua M. Brown's "The Reformed Broker" guest blog takes a look at the new findings in What Works on Wall Street's fourth edition.
December 16, 2011
MarketWatch, "The Top Stock-Market Strategy of the Past 50 Years"
Jim and Patrick O'Shaughnessy describe the benefits of compositing value factors, as featured in the fourth edition of What Works on Wall Street.
December 14, 2011
Financial Post (Canada), "Patience Always Wins Out Over Panic"
With a title befitting the firm's investment style, in this article FP editor Jonathan Ratner interviews OSAM CEO Jim O’Shaughnessy.
December 13, 2011
Forbes.com, "O'Shaughnessy Updates What Works On Wall Street"
In an article and also the second part of a two-part video segment, Forbes.com editor John Dobosz discusses the book — and compositing value factors in particular.
Prudent Money, "Interview with James P. O' Shaughnessy"
In this edition of his daily investing-oriented radio broadcast, host Bob Brooks talks about the fourth edition of What Works on Wall Street.
December 12, 2011
Forbes.com's Market Blaster, "What Works On Wall Street"
Forbes.com editor John Dobosz discusses the OSAM approach to investing with CEO Jim O'Shaughnessy in the first of a two-part segment (see Dec. 13 above for the second installment).
December 7, 2011
Forbes.com, "What's The Best Sector For The Long Run?"
TheGuruInvestor.com's John Reese uses research from the fourth edition of What Works on Wall Street to discuss successful sectors.
December 5, 2011
InvestmentNews, "Getting the Most out of Equities"
Subscribers can read an informative excerpt of the fourth edition of What Works on Wall Street.
December 4, 2011
PennEnergy, "Don’t Buy Stocks Without Reading James O’Shaughnessy’s What Works on Wall Street"
PennEnergy offers an edited and abridged version of an article by TheGuruInvestor.com’s John Reese.
November 23, 2011
TheStreet.com, "Anatomy of a Winning Investment — 2 Keys to Success"
As guest contributors to The Street, Jim and Patrick O'Shaughnessy discuss how the fourth edition of What Works on Wall Street can reveal ways to improve return and reduce volatility.
November 17, 2011
The Globe and Mail (Canada), "Why Jim O’Shaughnessy Still Sees Hope in the Markets"
GlobePlus subscribers can read David Parkinson's interview with OSAM CEO Jim O'Shaughnessy about What Works on Wall Street's fourth edition.
November 14, 2011
Jim O'Shaughnessy's November CNBC Appearnace
At 3 minutes into the video clip, OSAM CEO Jim O'Shaughnessy discusses new research from the just released fourth edition of What Works on Wall Street.
PlanSponsor, "Small 'Call': The Best Managers You Haven't Heard Of—Yet"
In its cover story PlanSponsor names the top three picks for Best Managers of the year.
May 10, 2011
Business News Network, “Headline” U.S. Markets Panel
OSAM CEO Jim O’Shaughnessy discusses recent OSAM research and current market conditions on BNN's Headline show. (Jim's comments begin 5 minutes into the clip.)
April 12, 2011
Skandia Awards Mandate to OSAM
OSAM is chosen by Skandia Investment Group (SIG) to manage their Skandia Global Equity Income fund.
February 18, 2011
Canadian Mutual Funds Recognized by Lipper
Two RBC O’Shaughnessy Funds are recognized as best according to Lipper. RBC O'Shaughnessy All-Canadian Equity and RBC O'Shaughnessy Canadian Equity beat their peers in the 2011 Lipper Mutual Fund Awards.
February 9, 2011
The Globe and Mail (Canada), "Why One Stock Guru is Shopping South of the Border"
Among other topics, OSAM CEO Jim O’Shaughnessy discusses investment opportunites unique to the U.S. market in the third year of recovery following an economic crisis.
January 25, 2011
OSAM Ranks Among Top Venerated Voices™ for 2010
In Advisor Perspectives' inaugural Venerated Voices™ awards, O'Shaughnessy makes the cut for Top 10 Commentaries (The Same Old Bear) most frequently read by advisors, as well as ranking in the Top 25 by Author and by Frm.
September 20, 2010
The Wall Street Journal, "Curb Your Enthusiasm"
Jim O'Shaughnessy offers his thoughts to this insightful article addressing the role that "behavorial economics" play in investment decisions.
The Globe and Mail (Canada), "Number Cruncher"
March 30, 2010
Jim O’Shaughnessy’s March CNBC appearance
In this guest appearance on CNBC’s Power Lunch, OSAM CEO Jim O’Shaughnessy discusses current market conditions and the O'Shaughnessy Enhanced Dividend strategy.
February 22, 2010
Morningstar Canada, "The $300-Billion Question"
For "The Smart Investor" series for Morningstar Canada, Jim O’Shaughnessy discusses how recent OSAM research could possibly be informative in determining the appropriate asset mix for long-term investing.
February 19, 2010
Jim O’Shaughnessy’s February CNBC appearance
In this guest appearance on CNBC’s Squawk on the Street, OSAM CEO Jim O’Shaughnessy discusses current market conditions and the O'Shaughnessy Small-Mid Cap Growth strategy.
May 8, 2009
Jim O’Shaughnessy’s May CNBC appearance
OSAM CEO Jim O’Shaughnessy discusses the O’Shaughnessy Enhanced Dividend strategy in this guest appearance on CNBC’s Squawk on the Street.
February 26, 2009
Jim O’Shaughnessy’s February CNBC appearance
In his monthly guest appearance on CNBC’s Squawk on the Street, Jim O’Shaughnessy comments on the current market conditions and the significance of Real Rates of Return.
February 23, 2009
Forbes.com, “Legendary Investor: O’Shaughnessy’s Keep-It-Simple Stocks”
Jim O’Shaughnessy is named to Forbes.com’s Legendary Investors list. The article details the screen and stock picking strategy that are the criteria for selection into the Legendary Investor Playbook.
February 20, 2009
Business News Network, “The Fund Report” on Market Morning
Jim O’Shaughnessy talks strategies with the hosts of Market Morning on BNN.
January 30, 2009
Financial Post (Canada), “Best time to be bullish ‘since 1982’”
In an interview at Royal Bank of Canada’s offices in downtown Toronto, Jim O’Shaughnessy describes opportunities created by the current market.
Reuters, “O’Shaughnessy Puts Own Cash into Equities”
Speaking from Toronto, Jim O’Shaughnessy describes his approach to the potential buying opportunity presented by the current market.
January 29, 2009
Business News Network, “InvestStyle” interview
Jim O’Shaughnessy shares some recent OSAM research and describes his bullish outlook with regard to the current market.
Bloomberg, “O’Shaughnessy Sees Opportunities in Large-Growth Stocks” (video), “O’Shaughnessy Sees St
Speaking from Toronto, Jim O’Shaughnessy comments on the current market and OSAM’s investment strategy.
Reuters, “O’Shaughnessy Sees Best Stocks Since ’82”
Jim O’Shaughnessy’s comments at the Reuters Investment Summit 2009 in New York are summarized in this article and corresponding video interview.
Jim O’Shaughnessy’s December CNBC appearance
In his monthly guest appearance on CNBC’s Squawk on the Street, Jim O’Shaughnessy contends that we could be mid-way through the recession, making this a potentially attractive time to buy equities.
Institutional Investor News, “The 20 Rising Stars of Compliance”
OSAM CCO Raymond Amoroso, III, Esq. is named as one of “The 20 Rising Stars of Compliance” in the the third annual edition of Institutional Investor News magazine’s peer-nominated list.
Jim O’Shaughnessy’s September CNBC appearance
Jim O’Shaughnessy lends his investing insight to CNBC’s Squawk on the Street, where he contends that “bear markets are when stocks return to their rightful owners.”
Barrons, “Stand-Up Guy: From Bear Stearns to Bear Market"
Jim O’Shaughnessy is featured in Barron’s July Mutual Fund Quarterly issue. (See http://online.barrons.com/article/SB121513930892328489.html#articleTabs_panel_article%3D1)
Jim O’Shaughnessy’s July CNBC appearance
Jim O’Shaughnessy offers his thoughts to CNBC’s “Market Pulse Check” on the subject of financials and large cap growth.
Reuters, “O’Shaughnessy Steps into Market Hole, Digs Out Banks”
Jim O’Shaughnessy is profiled in a June 26th Reuters’ article regarding the recent downturn in the financial markets and his contrarian views.
Institutional Investor, “Missing the Iceberg”
The launch of O’Shaughnessy Asset Management is profiled in Institutional Investor’s May issue.
Jim O’Shaughnessy’s May CNBC appearance
Jim O’Shaughnessy joins Squawk on the Street’s “Market Pulse Check” segment, where he comments on OSAM’s growth strategies.
Jim O’Shaughnessy’s April Bloomberg appearance
On Bloomberg’s “Final Word” segment Jim O’Shaughnessy addresses current market conditions and the opportunities he sees for investors.
Jim O’Shaughnessy’s April CNBC appearance
Stemming from the launch of O’Shaughnessy Asset Management, Squawk on the Street Host Mark Haines talks to Jim O’Shaughnessy about findings from his latest stock market commentary, “The Silent Storm,” and the opportunities he sees in the market.
Financial News, “Quant Manager Completes Separation from Bear Stearns"
O’Shaughnessy Asset Management has finalized its separation from Bear Stearns, bringing $9.4bn in assets, and keeping portfolio implementation and leadership teams intact.
Fund Action, “Best Post-Trade Technology Implementation”
O’Shaughnessy’s implementation was a study in precision and control, and an example of the need for seamless application of processing functionality.
Forbes, “The Magic Metric”
O’Shaughnessy discusses the merits of Price-to-Sales, the pre-eminent stock buying metric he found over more than fifty years of research.
Reuters, “Bear Stearns Manager Leaving With Strategy Intact”
Jim O’Shaughnessy, author of the 2005 business bestseller What Works on Wall Street and star money manager at Bear Stearns, is leaving the investment bank to set up his own asset-management shop -- but he won’t leave empty handed.
Fund Fire, “Bear Quant Star Exits to Start Own Shop”
O’Shaughnessy and Bear Stearns agree to an amicable split. “I’ve loved my time at BSAM,” explains O’Shaughnessy... “But the itch to get back to a pure-play, systematic quantitative shop was very much in the forefront of my mind.”
Pension & Investments, “Bear Stearns Manager to Spin Off New Firm”
O’Shaughnessy talks to Pensions & Investments about his departure from Bear Stearns, his desire to focus solely on quantitative investing and the structure of the new relationship between O’Shaughnessy Asset Management and Bear Stearns.
CFA Institute Conference Proceedings Quarterly, “Expected Rates of Return: Back to the Future?"
Jim O’Shaughnessy’s research on the equity strategies he believes will be among the best performers over the next 20 years—small-mid cap stocks and large cap value.
Kiplinger’s Personal Finance Magazine, “The Man Who Broke the Code”
Kiplinger’s highlights the value and growth factors that work best from Jim O’Shaughnessy’s forty plus years of equity research, and discusses the power of putting these factors together.
Barron’s Original Interview with Jim O’Shaughnessy
Barron’s interviews Jim O’Shaughnessy about his research for What Works on Wall Street and what forty decades of stock market data reveal. Barron’s writes, “What investing strategies have worked best over the past forty years? Ask this man.”