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

 Do You Recommend This Story?

Return to Top
 News Archives
2022: Q3Q2Q1
2021: Q4Q3Q2Q1
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:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2022
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use