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May, 2008
Institutional Investor, "Missing the Iceberg"
James O'Shaughnessy and the launch of O’Shaughnessy Asset Management is profiled in Institutional Investor's May issue.
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May, 2008
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.
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April, 2008
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.
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April, 2008
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.
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April, 2008
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.
March, 2008
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.
December, 2007
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.
October, 2007
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.
July, 2007
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."
July, 2007
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.
June, 2007
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.
September, 2005
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+ years of equity research, and discusses the power of putting these factors together.
February, 1996
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."