O'Shaughnessy Asset Management, LLC

Overview

O'Shaughnessy Asset Management, LLC (OSAM) is a quantitative asset management firm based in Stamford, Connecticut. The firm specializes in delivering a broad range of equity portfolios, including custom indexing solutions, to institutional investors, individual investors, and high-net-worth clients of financial advisors. OSAM also serves as an investment advisor for U.S. mutual funds and as a sub-advisor for mutual fund families through the Royal Bank of Canada. The firm has been managing client assets since 1996. OSAM's investment strategies are grounded in empirical, fundamental research, focusing on identifying characteristics that have historically led to successful investing. The firm's disciplined, systematic approach aims to select stocks that are undervalued yet possess strong growth potential. OSAM's portfolios are designed to have low excess return correlations with other active strategies, minimal overlap with market indexes, and lower active costs. The firm collaborates with clients to develop customized solutions tailored to their specific investment objectives. The team at OSAM comprises seasoned professionals, including several CFA Charterholders, dedicated to applying their investment style over the long term. The firm's interests are closely aligned with those of its clients and colleagues, fostering a culture of consistency, creativity, and alignment. OSAM's principals have an average tenure of 19 years, reflecting a deep commitment to the firm's mission and clients. In 2021, OSAM was acquired by Franklin Templeton, a global investment management firm with a 70-year history. This acquisition has enabled OSAM to expand its capabilities and continue delivering innovative investment solutions to a broader client base. The firm's industry-leading custom indexing platform, Canvas®, allows allocators to seamlessly build personalized, tax-optimized portfolios on demand, further enhancing its value proposition to clients. OSAM's investment philosophy emphasizes continuous learning, disciplined execution, and a commitment to long-term investment success. The firm's research-driven approach and focus on factor-based investment strategies have established it as a respected entity in the asset management industry, dedicated to providing clients with innovative and effective investment solutions.