6 Suburban Avenue |
Stamford, CT 06901-2012
Main Phone: 203-975-3318
Mutual Fund Brand(s)
O'Shaughnessy Mutual Funds
SEC Fund Filings by CIK Series
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).
Founder, Chairman, Chief Investment Officer, O'Shaughnessy Asset Management
Principal and Director of Financial Advisor Services, O'Shaughnessy Asset Mangement, LLC
CEO, O'Shaughnessy Asset Management
President, O'Shaughnessy Capital Management
Director of Finance and Performance Report, O'Shaughnessy Asset Management
Director of Client Service, O'Shaughnessy Asset Management
Client Portfolio Manager, O'Shaughnessy Asset Management
Chief Compliance Officer, O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Director of Research, Sr. Portfolio Manager, O'Shaughnessy Asset Management
Director of Portfolio Management and Operations, O'Shaughnessy Asset Management
Director of Technology, O'Shaughnessy Asset Management
Director of Trading, O'Shaughnessy Asset Management