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O'Shaughnessy Asset Management
Traditional Asset Manager (as LP)
O'Shaughnessy Asset Management (OSAM) is a quantitative money management firm that develops individualized, research-backed, and rigorously implemented portfolios. Known for its innovative 'Custom Indexing' platform, Canvas, OSAM employs a factor-based investment approach spanning micro to large-cap stocks across U.S. and global markets.
Overview and Management
Establishment Year
2007
Mission
To learn, build, share, and repeat by enhancing investing insights, creating disciplined strategies, and fostering a transparent community of investors.
Values
Consistency, creativity, alignment with client interests, transparency, and a commitment to research and learning.
Investment Roles
General Partner (GP)
Participant Demographics
Serves financial advisors, institutions, and individual investors through customized investments via its Canvas platform.
Generational Wealth Planning
Focus on customized strategies like tax optimization and direct indexing for long-term wealth preservation.
Risk Tolerance
Employs factor-based models to manage risks while maintaining a focus on long-term growth and low correlation with market indices.
References or Case Studies
OSAM publishes detailed strategy insights, performance metrics, and updates, demonstrating transparency and commitment to informed investing.
Team Experience
Average tenure of 19 years, including 6 CFA Charterholders.
Notable Achievements
Leader in Custom Indexing, $9.4 billion AUM, innovative factor-based strategies.
Project Track Record
Strategies like Market Leaders Value and Small Cap Value with long-term outperformance.
Exit Strategies
Legal, Compliance and Contact Information
Regulatory Registrations
SEC
Compliance History
No major violations reported.
info@osam.com
Phone Number
203-975-3333
Address
Stamford United States