OSHAUGHNESSY ASSET Overview
Oshaughnessy Asset Management Llc is an investment advisor that manages 7 BN dollars in regulatory AUM and has 40 employees, of which 21 perform investment advisory functions.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 91% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/07 to 03/31/23. The fund's latest filing disclosed 6BN in positions, representing 91% of the manager's regulatory AUM.
OSHAUGHNESSY ASSET StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
OSHAUGHNESSY ASSET Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| MSFT | 1.92% | Tech | 12.17% | 0.08% | 0 | 53% | ||
| AAPL | 1.85% | Tech | 7.98% | -0% | 0 | 45% | ||
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FEATURED IN
OSHAUGHNESSY ASSET Founders and Key Employees
| Name | Title | In Position Since |
|---|
| James P. O'Shaughnessy | Ceo, Cio, Chairman, Lead Portfolio Manager & Manager Of The Managing Member | July-2007 |
| Christopher S. Loveless | President/Member | July-2007 |
| Raymond Amoroso Iii | Chief Compliance Officer/Member | January-2008 |
| Ari M. Rosenbaum | Director Of Financial Advisory Services/Member | July-2007 |
| Christopher I. Meredith | Senior Portfolio Manager/Director Of Research & Portfolio Management/Member | October-2007 |
| Francis D. Fitzgerald | Coo/Member | January-2008 |
| Scott E. Loomis | Chief Financial Officer/Member | November-2007 |
| Erin M. Foley | Director Of Trading/Member | September-2007 |
| Scott M. Bartone | Portfolio Manager/Member | July-2013 |
| Ashvin Viswanathan | Portfolio Manager/Member | July-2013 |
| Patrick W. O'Shaughnessy | Portfolio Manager/Member | July-2013 |
| Ehren J. Stanhope | Client Portfolio Manager/Member | January-2015 |
OSHAUGHNESSY ASSET Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
OSHAUGHNESSY ASSET Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss
Our method of investment management is systematic and unemotional. That means that the stocks we buy for a client’s account are chosen by a computer model we have developed, rather than by a person who makes individual judgments about each stock. We use models that we find have produced attractive the- oretical returns in the past (either on an absolute and/or risk-adjusted basis) to make future stock selections.
-5-
osam.com
The models are based on stock characteristics that have historically indicated strong potential investments. These might include, but are not limited to, stocks that have attractive valuations, strong yields and/or strong recent price trends. We do not conduct any research regarding the merits of any individual stock above and beyond those parameters included in our models—in other words we do not go out and visit with company management, follow media headlines abo...
Get the Full Report
Our method of investment management is systematic and unemotional. That means that the stocks we buy for a client’s account are chosen by a computer model we have developed, rather than by a person who makes individual judgments about each stock. We use models that we find have produced attractive the- oretical returns in the past (either on an absolute and/or risk-adjusted basis) to make future stock selections.
-5-
osam.com
The models are based on stock characteristics that have historically indicated strong potential investments. These might include, but are not limited to, stocks that have attractive valuations, strong yields and/or strong recent price trends. We do not conduct any research regarding the merits of any individual stock above and beyond those parameters included in our models—in other words we do not go out and visit with company management, follow media headlines abo...
Get the Full Report
OSHAUGHNESSY ASSET Portfolio Concentration
OSHAUGHNESSY ASSET Location
6 SUBURBAN AVENUE
STAMFORD, Connecticut
UNITED STATES, 06901-2012
STAMFORD, Connecticut
UNITED STATES, 06901-2012
OSHAUGHNESSY ASSET Contact Information
Phone Number: 203-975-3333
Fax Number: 203-975-3310
Website: null
Fax Number: 203-975-3310
Website: null
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