How Big is Your Research Graveyard with Jim O’Shaughnessy

Jacob Wolinsky

Published onJune 29, 2020

ValueWalk's Raul Panganiban interviews Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management.

Q1 2020 hedge fund letters, conferences and more

Interview with Jim O’Shaughnessy

ValueWalk's ValueTalks · How Big is Your Research Graveyard with Jim O’Shaughnessy, Co-CIO at O’shaughnessy Asset Management

Transcript

Hello podcast listeners. Today is a very special episode with Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management. He is ultimately responsible for OSAM’s investment strategies. Jim authored several books including, “Invest Like the Best” and “What Works on Wall Street”. In today’s episode we discuss his approach to investing and why you need a big research graveyard. I want to welcome one of the best investors on the podcast and I want to welcome all our listeners to a very special episode.

Hello, podcast listeners. This podcast is sponsored by the Hidden Value Stocks newsletter, publish once a quarter. The Hidden Value Stocks newsletter contains at least two interviews with up and coming hedge fund managers and their top two favourite investment ideas. Each newsletter subscriber not only receives a detailed investment thesis on each idea, but we will also provide direct access to the funds profile as well as their quarterly updates. We are proud to report that the average annualised return of all 60 stocks profile in Hidden Value Stocks since inception is 27.9% within average holding period of 319 days. To download a 10 page teaser issue or sign up for a five day free trial, head over to HiddenValueStocks.com. Podcast listeners can get 35% off the annual subscription price with the discount code VIP19.

Welcome to ValueTalk with Raul.

I just wanted to welcome all our listeners to a very special episode. I have Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’shaughnessy Asset Management. And Jim, welcome to the show.

Well, thanks for having me.

All right. Yeah, if we can just begin with your background and what led you to the finance and investment industry?

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article

Already a member? Log in here

Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

How Big is Your Research Graveyard with Jim O’Shaughnessy

Interview with Jim O’Shaughnessy

Login required to continue reading.

Get Your Business News