-
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.
-
August 2011
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.
-
April 2010
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 Business News Network of Canada.
-
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.
-
December 2008
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.
-
September 2008
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.”
-
July 2008
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.
-
June 2008
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.
-
May 2008
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.
-
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.
-
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.
-
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.”
-
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 plus 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.”