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MFWire: O'Shaughnessy Mutual Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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O'Shaughnessy Asset Management
6 Suburban Avenue
Stamford, CT  06901-2012
Google Maps

Contact
Main Phone: 203-975-3318
Web Site: http://osam.com/

Mutual Fund Brand(s)
O'Shaughnessy Mutual Funds

Research Links
  • SEC Fund Filings by CIK Series

  • Background:
    At the beginning of 2022, Franklin Templeton bought O'Shaughnessy Asset Management OSAM. The deal was unveiled in September 2021.

    Jim O'Shaughnessy created his team in 1996, and in 2007 they spun O'Shaughnessy Asset Management (OSAM) out of Bear Stearns, where he had built a reputation as a quantitative equity manager. He is also the author of the book What Works on Wall Street.

    OSAM purchased Bear's remaining 10-percent OSAM stake from a unit JP Morgan Chase following the 2008 fire sale of Bear Stearns. That deal OSAM employees owning 89 percent of their firm, while RBC (for which OSAM subadvises some Canadian mutual funds) held the remaining 11 percent.

    The firm launched its O'Shaughnessy Mutual Funds family on August 16, 2010.

    In January 2018, Jim O'Shaughnessy passed the CEO reins to his son, Patrick, yet Jim will remain chairman and CIO. At the time RBC still owned 10 percent of OSAM, while OSAM employees owned 90 percent (that includes 71 percent owned by Patrick and O'Shaughnessy Family partners).
    O'Shaughnessy Asset Management logo

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    Key People:
    Jim O'Shaughnessy
    Founder, Chairman, Chief Investment Officer, O'Shaughnessy Asset Management
    Ari Rosenbaum
    Principal and Director of Financial Advisor Services, O'Shaughnessy Asset Mangement, LLC
    Patrick O'Shaughnessy
    CEO, O'Shaughnessy Asset Management
    Chris Loveless
    President, O'Shaughnessy Capital Management
    Claudia Shi
    Director of Finance and Performance Report, O'Shaughnessy Asset Management
    Claudine Spence
    Director of Client Service, O'Shaughnessy Asset Management
    Ehren Stanhope
    Client Portfolio Manager, O'Shaughnessy Asset Management
    Raymond Amoroso
    Chief Compliance Officer, O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Chris Meredith
    Director of Research, Sr. Portfolio Manager, O'Shaughnessy Asset Management
    Scott Bartone
    Director of Portfolio Management and Operations, O'Shaughnessy Asset Management
    Joe Dessalines
    Director of Technology, O'Shaughnessy Asset Management
    Erin Foley
    Director of Trading, O'Shaughnessy Asset Management
    Story Archive for O'Shaughnessy Asset Management
    Published On Story Headline Publication
    1/5/2022 Victory, Virtus, Franklin, and Voya Each Seal Deals MFWire.com
    9/30/2021 Franklin Buys a $6.4B-AUM Shop MFWire.com
    9/20/2019 An Active ETF Shop Leads the Micro Pack MFWire.com
    1/25/2018 A $6.9B Quant Shop's Founder Partially Passes the Baton MFWire.com
    12/4/2017 Week In Preview, December 4-10 MFWire.com
    5/1/2017 Week In Preview: ICI GMM and More MFWire.com
    10/31/2016 Filings for Fundsters - October 31, 2016 MFWire.com
    12/12/2012 A History Buff Helps a Quant Shop Court Institutions MFWire.com
    12/12/2012 A Connecticut Asset Manager Expands Into Chitown MFWire.com
    8/13/2010 O'Shaughnessy Hangs Out his Own Shingle MFWire.com
    1/26/2009 Van Kampen Taps a Sub-Advisor for Six New Funds MFWire.com
    11/14/2008 An Asset Manager Buys Back Stake from JPMorgan MFWire.com
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