About O’shaughnessy asset management, llc (osam.com)
O'Shaughnessy Asset Management, LLC (OSAM) is a leading quantitative money management firm based in Stamford, CT. The company has been providing a broad range of equity portfolios to institutional investors, individual investors, and the high-net-worth clients of financial advisers for over 30 years. OSAM's investment philosophy is grounded in rigorous research and data-driven analysis that seeks to identify market inefficiencies and exploit them for superior returns.
At OSAM, the investment process begins with identifying factors that have historically driven stock returns. These factors include value, momentum, quality, size, and volatility. The company's proprietary models then rank stocks based on these factors to construct portfolios that are designed to outperform their benchmarks over the long term.
One of OSAM's core strengths is its ability to customize portfolios for each client's unique needs and objectives. Whether an investor is seeking income generation or capital appreciation or has specific risk constraints or tax considerations, OSAM can tailor a portfolio that meets those requirements.
Institutional investors have long recognized the value of OSAM's approach. The company manages assets for some of the largest pension funds and endowments in the world. But individual investors can also benefit from working with OSAM through their financial advisers or by investing directly in one of their mutual funds or exchange-traded funds (ETFs).
OSAM offers several mutual funds that are available through most major brokerage firms. These funds provide exposure to different segments of the equity market while adhering to OSAM's quantitative investment process. For example:
- The O'Shaughnessy All Cap Core Fund (symbol: OACCX) invests primarily in U.S.-listed stocks across all market capitalizations.
- The O'Shaughnessy Small/Mid Cap Growth Fund (symbol: OSMCX) focuses on small- and mid-cap growth stocks.
- The O'Shaughnessy Dividend Income Fund (symbol: ODVIX) seeks income generation by investing in dividend-paying stocks across all sectors.
For investors who prefer ETFs over mutual funds, OSAM offers two ETFs:
- The O'Shaughnessy U.S. Large Cap Quality ETF (symbol: OUSA) invests in large-cap U.S.-listed stocks with strong fundamentals.
- The O'Shaughnessy Enhanced Dividend ETF (symbol: DIVO) seeks income generation by investing in dividend-paying U.S.-listed stocks while also using options strategies to enhance yield.
In addition to its investment products, OSAM provides thought leadership through its research publications and white papers. These resources cover topics such as factor-based investing, portfolio construction techniques, behavioral finance insights, and more.
Overall, if you're looking for a quantitative money manager with a proven track record of delivering superior risk-adjusted returns across various market cycles while customizing portfolios according to your unique needs – look no further than O'Shaughnessy Asset Management!
osam.com
