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.


Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
EBIDTA Margin Debt/Assets Hedge Fund Crowding

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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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.


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...
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OSHAUGHNESSY ASSET Portfolio Concentration


STAMFORD, Connecticut
UNITED STATES, 06901-2012

OSHAUGHNESSY ASSET Contact Information

Phone Number: 203-975-3333
Fax Number: 203-975-3310



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