Innovators in Custom Indexing and tax-aware investing. https://xitter.cf/t.co/8mctuZOttd
Stamford CT
Joined December 2012
- Tweets819
- Following23
- Followers5.8K
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O'Shaughnessy Asset Management retweeted
On the latest @excessreturnpod, @JJCarbonneau and I talk custom indexing with @FactorInvestor
We discuss the process of generating tax alpha, the challenge of defining ESG, managing large single stock positions and a lot more.
youtube.com/watch?v=WDOUYT77…
O'Shaughnessy Asset Management retweeted
Managing through market volatility is hard. Dividend growers can help tamp down the "noise" and generate income along the way.
Check out our recent piece on how they've done historically and in 2022.
canvas.osam.com/Commentary/B…
O'Shaughnessy Asset Management retweeted
ETFs vs. Custom Indexes. New from @InvestorAmnesia.
ETFs have clear advantages over Mutual Funds, but this is an outdated benchmark.
As new technology unlocks advanced portfolio management capabilities, advisors should focus on what ETFs *cannot* do...
canvas.osam.com/Commentary/B…
O'Shaughnessy Asset Management retweeted
Quick post on current valuations. Valuation is a poor timing mechanism, but important to factor into long run allocation decisions.
Are value stocks cheap?
In this short blogpost, @FactorInvestor discusses today's value opportunity.
canvas.osam.com/Commentary/B…
O'Shaughnessy Asset Management retweeted
My @OSAMResearch and Co-Chief Investment Officer @ChrisMeredith23 discusses OSAM's Canvas-based Defensive strategy with the folks at @CNBC
cnbc.com/video/2022/04/01/os…
O'Shaughnessy Asset Management retweeted
"We think of it more as the tortoise versus the hare," @OSAMResearch Co-CIO @ChrisMeredith23 says of investing in tech. He shares where he sees opportunity in the sector, including chipmakers, payment processing stocks and more.
O'Shaughnessy Asset Management retweeted
"Stability factor" - late-stage VCs, public investors & quant traders all seem to be converging on this factor as key in this volatile market.
@OSAMResearch says their Defensive Stability strategy is now the #1 active strategy among advisors on their indexing platform Canvas
O'Shaughnessy Asset Management retweeted
Spoke in depth with @patrick_oshag about custom indexing on the latest @barronsadvisor podcast. barrons.com/advisor/articles…
"Our vision of the future is one where everyone has their own strategy that’s tailored to them, which makes it easier to stick with, easier to adjust, and ride through changing times."
@patrick_oshag chats Custom Indexing with @gregorianchance
barrons.com/advisor/articles…
O'Shaughnessy Asset Management retweeted
.@BrowningLynnley discusses managing concentrated positions tax efficiently.
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O'Shaughnessy Asset Management retweeted
🚨Bonus @InfiniteL88ps episode drops Monday, 2/14🚨
Our discussion with @OSAMResearch Partner @Jesse_Livermore and @nope_its_lily on bubbles drops on Monday!
It was an awesome and illuminating conversation! Tune in!
Recorded an awesome @InfiniteL88ps with @OSAMResearch Partner @Jesse_Livermore and @nope_its_lily on the nature of bubbles; can we know when we're in one and the nature of asset prices that allows for bubbles and their inevitable popping.
Finance Nerd Heaven.
O'Shaughnessy Asset Management retweeted
We are often asked by advisors, “how are other advisors using Canvas”.
Our latest blogpost helps to answer this.
canvas.osam.com/Commentary/B…
O'Shaughnessy Asset Management retweeted
Very exciting year for @OSAMResearch's Canvas Platform and our joining the @FTI_US family!
Onward to 2022!
2021 was an exciting year for Canvas. Here are the highlights: osam.com/pdfs/2021_Year_in_R…
We continue to see a daily increase in traction, and we’ve never been more excited to further build the leading Custom Indexing platform. Onward.
O'Shaughnessy Asset Management retweeted
We're also going to drop a special bonus episode with @OSAMResearch Partner @Jesse_Livermore and @nope_its_lily discussing...Bubbles!
You'll REALLY want to hear this one!
O'Shaughnessy Asset Management retweeted
The Daily Look - Twitter Edition 1/12/21
CPI came in about as expected. The surprise was the real wage decline of -2.4%. Markets seem to be interpreting the CPI as stagflationary.
Attention now to PPI (wholesale prices) to assess the impact on margins.
#osamresearch
1/n
O'Shaughnessy Asset Management retweeted
🚨 New post! 🚨
A look at the evolution of technology and software in risk management.
How technology produced the credit ratings industry in 19th century America, machine learning today, and more.
canvas.osam.com/Commentary/B…
O'Shaughnessy Asset Management retweeted
“In the future, investors will no longer buy into someone else’s formula, each investor will buy into their own formula.”
- @patrick_oshag #CitywireRIA – at Washington, DC
O'Shaughnessy Asset Management retweeted
We're just about to officially kick off the first day of our #CitywireRIA Washington DC Retreat with the one and only @patrick_oshag, CEO of @OSAMResearch, as our key note speaker!
Watch this Twitter account and the hashtag to catch highlights of his session!
O'Shaughnessy Asset Management retweeted
Packed house at our @CWAmericas Miami Retreat for @InvestorAmnesia’s keynote on financial history!
It is good to be back!!!
Looking forward to seeing @patrick_oshag next at our @CitywireRIA DC Retreat in December! @jposhaughnessy @Citywire @CitywireEvents
