Jim O’Shaughnessy: New Ways To Approach Things

Jacob Wolinsky

Published onJuly 8, 2020

ValueWalk's Raul Panganiban interviews Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’Shaughnessy Asset Management. In this part, Jim discusses what led him to the finance and investment industry.

Q1 2020 hedge fund letters, conferences and more

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?

So my background is in, I studied economics at university, quantitative economics, but became...

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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

Jim O’Shaughnessy: New Ways To Approach Things

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