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To provide a long-term total return, consisting of capital growth and capital income. It invests primarily in equity securities of Canadian companies based on Strategy Indexing®, an investment portfolio management model developed in 1995 by Jim O’Shaughnessy. Strategy Indexing is a rigorous and disciplined approach to stock selection based on characteristics associated with above-average returns over long periods of time. Stocks are bought and held over the course of each year, with no attempt to “time the markets”.
Name | Title | Since | Until |
---|---|---|---|
Patrick O'Shaughnessy | CEO | 2018 | Now |
Biography | Patrick O'Shaughnessy, CFA, Principal is the Chief Executive Officer at O’Shaughnessy Asset Management (OSAM). Patrick oversees the day-to-day business of the firm, directing OSAM’s initiatives in the areas of research and portfolio management, investor education, and investor relationships. He also serves as a Portfolio Manager. Prior to his role as CEO, Patrick spent 11 years on OSAM’s Research & Portfolio Management team, working to improve the firm’s investment strategies. | ||
Jim O'Shaughnessy | Chairman, CEO, CIO | 2008 | Now |
Biography | Jim O’Shaughnessy is the Chairman and Co-Chief Investment Officer and Portfolio Manager at O’Shaughnessy Asset Management (OSAM). As founder and Co-Chief Investment Officer of the firm, Jim is ultimately responsible for OSAM’s investment strategies. Jim is an equity owner in OSAM and a member of the firm’s Executive Committee. Prior to founding OSAM, Jim was the Director of Systematic Equity at Bear Stearns Asset Management and a Senior Managing Director of the firm. Prior to Bear Stearns, he was the CEO and Chairman of O’Shaughnessy Capital Management (Netfolio). |
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