We constantly learn more about investing, build disciplined strategies to capture the best of what we've learned, and share our broad findings with other curious investors. Today, I have exciting news to share: O'Shaughnessy Asset Management has agreed to be acquired by Franklin Templeton, a $1.5 trillion global investment management firm with a 70-year history.
By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients. Custom Indexing is the next evolution of index investing and Canvas is the first offering within this new category - a category that looks to be the inevitable future of portfolio management.
By 2025, most financial advisors will use web-based software to create and manage Custom Indexes for their clients. Custom Indexing is the next evolution of index investing and Canvas is the first offering within this new category - a category that looks to be the inevitable future of portfolio management.
Services
O'Shaughnessy Asset Management is a quantitative money management firm based in Stamford, CT. We deliver a broad range of equity portfolios to institutional investors, individual investors, and the high-net-worth clients of financial advisors. We also manage mutual funds in the United States, and serve as a sub-advisor to a family of Canadian mutual funds through the Royal Bank of Canada.
This includes reading, reasoning, exploring data, having conversations, testing hypotheses, and respecting evidence. We believe you are either learning and growing, or you are already in decline. By requiring ourselves to transform raw information into something our own, we can create unique and useful products for others.
Seeks to provide long-term growth by investing in mostly large capitalization domestic equities. The strategy seeks market-leading companies that meet our quality criteria with attractive valuations and high "shareholder yield" - which combines a company's annual dividend and its annual rate of stock buybacks.
Seeks to provide long-term appreciation by creating a portfolio of undervalued, domestic, small cap equities with market capitalizations between $200 million and $2 billion. The strategy seeks stocks that meet our quality and momentum criteria and have attractive valuation characteristics. Stocks are conviction-weighted and broadly constrained by sector and industry.
We pursue a simple mission: learn, build, share, repeat. We constantly learn more about investing, build disciplined strategies to capture the best of what we've learning, and share our broad findings with other curious investors. Through three decades, we've learned with our clients.
We are always striving to improve the capacity of our platform - which includes our data, our proprietary research and portfolio management technologies, and a highly experienced team.Our goal is to deploy this platform for our clients' long-term benefit. Our culture is one of curiosity. We hire and promote people driven by a need to understand investing, markets, and our industry, and who want to share the excitement of that process with others.
We are always striving to improve the capacity of our platform - which includes our data, our proprietary research and portfolio management technologies, and a highly experienced team.Our goal is to deploy this platform for our clients' long-term benefit. Our culture is one of curiosity. We hire and promote people driven by a need to understand investing, markets, and our industry, and who want to share the excitement of that process with others.
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