Quantcast
The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:O'Shaughnessy Hangs Out his Own Shingle Not Rated 0.0 Email Routing List Email & Route  Print Print
Friday, August 13, 2010

O'Shaughnessy Hangs Out his Own Shingle

Reported by Sean Hanna, Editor in Chief

Famed-former Bear Stears fund manager Jim O'Shaughnessy is ready to ramp up his presence in the mutual fund industry. On Monday, his Stamford, Connecticut-based advisory firm is launching a family of five O'Shaughnessy mutual funds that cover the bases for a full-fledged family [see profile].

Jim O'Shaughnessy
O'Shaughnessy Asset Management
Chairman and CEO
A representative from O'Shaughnessy Asset Management was not immediately available for comment.

The five funds mirror similarly named mutual funds that had been a part of the Van Kampen funds family prior to that family's sale to Invesco earlier this year. Van Kampen filed to liquidate the six O'Shaughnessy-subadvised funds at the end of March [SEC filing].

The family does not include a large cap growth fund as the Van Kampen funds did. Still, the funds range from an all cap, core equity fund to an international and global fund. The family will also offer a growth fund, mid-cap fund and dividend focused fund. [SEC filing]

O'Shaughnessy -- who cemented his renown as the author of 2005 best seller What Works on Wall Street -- has been a subadvisor to the RBC funds marketed in Canada.

In 2008 his firm repurchased a 10 percent stake in the firm from a unit of JP Morgan that the bank acquired through the Bear Stearns fire sale. [See MFWire.com, 11/14/2008]

The new mutual funds will include: O'Shaughnessy All Cap Core Fund; O'Shaughnessy Enhanced Dividend Fund; O'Shaughnessy Small/Mid Cap Growth Fund; O’Shaughnessy Global Equity Fund and O’Shaughnessy International Equity Fund.

Each of the funds will come in broker-sold fund classes (A, C and I shares).

Jim O'Shaughnessy will split the PM duties for the funds with Christopher Meredith.

Quasar Distributors is handling distribution for the funds. 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE

0.0
 Do You Recommend This Story?



GO TO: MFWire
Return to Top
 News Archives
2021: Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Raw XML
Add to My Yahoo!
follow us in feedly


  1. ETF.com Awards 2020, April 20
  2. The 31st Sub-Advised Funds Forum, Apr 20-21
  3. IDC Virtual Roundtable: Florida - April 2021, April 20
  4. IMEA Marketing Council Roundtable | Engaging Advisors In a Virtual World, April 21
  5. MFDF Director Discussion Series - Open Forum via Zoom (Northeast), April 21
  6. FIASI virtual event - ESG in Fixed Income: Shining a Light on Transparency, Apr 22-23
  7. IDC Virtual Roundtable: Alabama, Georgia, North Carolina, and South Carolina - April 2021, April 22
  8. IDC Webinar: The Future of the Workplace - April 2021, April 23
  9. IDC Virtual Roundtable: Arkansas, Louisiana, Mississippi, Oklahoma, Tennessee, and Texas - April 2021, April 27
  10. MFDF Case Studies in Fund Oversight — A Virtual Roundtable for Directors, Apr 28-29
  11. IDC Virtual Roundtable: Iowa, Kansas, Minnesota, Missouri, Nebraska, North Dakota, and South Dakota - April 2021, April 29
  12. 44th Annual AIMSE Marketing & Sales Conference, May 2-4
  13. MFDF Director Discussion Series - Open Forum via Zoom (Southeast), May 5
  14. ICI 2021 General Membership Meeting - Day 1, May 6
  15. Emerging Manager Forum USA, May 12-14
  16. ICI 2021 General Membership Meeting - Day 2, May 13
  17. 2021 FINRA Annual Conference, May 18-20
  18. IDC Speaker Series - Abby Joseph Cohen: A Conversation About the State of the Global Markets, May 19
  19. 2nd annual ETFGI Global ETFs Insights Summit - USA, May 19-20
  20. MFDF Director Discussion Series - Open Forum via Zoom, May 19
  21. Irish Funds Online Annual Global Funds Conference 2021, May 19-20
  22. MFDF webinar - Fund Director Compensation: MPI Annual Survey (2021), May 20
  23. ICI 2021 Operations and Technology Conference, May 20
  24. MFDF webinar - Board Oversight of a Fund's Derivatives Risk Management and Fund Compliance With Rule 18f-4, May 24
  25. MFDF webinar - The Use of Alternative Data Sources and Considerations for Fund Directors, May 26
  26. IDC 2021 Virtual Fund Directors Workshop, June 3




©All rights reserved to InvestmentWires, Inc. 1997-2021
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use