Seeks to provide long-term appreciation through exposure to a portfolio of aggressive growth stocks. The stocks selected by the strategy share at least one common trait—they all have outstanding relative strength. Most also have large one-year earnings gains and high earnings forecasts. The underlying models also usually employ a value governor. The strategy holds approximately 40 to 60 stocks and is rebalanced every six months.

Seeks to provide long-term appreciation by creating a portfolio of undervalued, small cap companies with solid growth metrics. The strategy identifies companies with better than average working capital, operating margins, sales and price appreciation, and then selects those with low price/sales ratios. The resulting portfolio holds approximately 50 stocks and is rebalanced annually.

Seeks to provide long-term appreciation by creating a portfolio of undervalued, small cap companies with strong growth metrics. The strategy identifies companies with better than average working capital, operating margins, sales and price appreciation, and then selects those with low price/sales ratios. The resulting portfolio holds approximately 100 stocks and is rebalanced quarterly.

Seeks to provide long-term appreciation by creating a portfolio of small cap companies with reasonable valuations and outstanding growth. The strategy identifies companies with low price-to-sales ratios, positive earnings growth and very strong relative strength. The resulting portfolio holds approximately 50 stocks and is rebalanced annually.

Seeks to provide long-term appreciation by creating a portfolio of small cap companies with reasonable valuations and outstanding growth. The strategy identifies companies with low price-to-sales ratios, positive earnings growth and very strong relative strength. The resulting portfolio holds approximately 50 stocks and is rebalanced quarterly.

Seeks to provide long-term appreciation by creating a diversified equity portfolio. The strategy is approximately 45% invested in large cap value stocks, 30% in large cap growth stocks and 25% in small to mid cap stocks. The result is a diversified portfolio with a balanced growth and value style. The strategy holds approximately 60 stocks and is rebalanced annually.

Seeks to provide long-term appreciation by creating a portfolio with exposure to value and growth stocks, mostly large cap. The strategy identifies companies with low price-to-sales ratios, high shareholder yields and strong price momentum. The resulting portfolio is approximately two-thirds value oriented and one-third growth oriented. The strategy holds approximately 30 stocks and is rebalanced annually.

Seeks to provide long-term appreciation through exposure to international equities, primarily using American Depository Receipts (ADRs.) Generally, half of the holdings are selected from a value model and half from a growth model. Emerging markets exposure is limited to a maximum of 20% at purchase. The resulting portfolio holds approximately 50 securities and is rebalanced annually.

Other strategies include O’Shaughnessy Large Cap Growth, O’Shaughnessy Enhanced Dividend, O’Shaughnessy Focus Growth, O’Shaughnessy Focus Value, O’Shaughnessy Growth Blend, O’Shaughnessy MicroCap and O’Shaughnessy Global.