| U.S.A.
| Investor Type | Firm |
| Investment Range | $100,000 - $1,000,000 |
| Investment Sweet Spot | $100,000 |
What is OSAM?
O'Shaughnessy Asset Management (OSAM) is a quantitative asset management firm based in Stamford, CT. As a wholly owned subsidiary of Franklin Templeton, they specialize in providing equity portfolios to a diverse range of clients including institutional investors, individual investors, and high-net-worth clients of financial advisors.
Their investment offerings cover Custom Indexes and they serve as investment advisor for a U.S. mutual fund, in addition to acting as a subadvisor to a family of mutual funds for the Royal Bank of Canada.
Since 1996, OSAM has been implementing their firm philosophy and process. OSAM is reputed for their focus on quantitative investment strategies and commitment to research-driven, systematic approaches that are designed to deliver long-term performance.
Their Canvas platform offers Custom Indexing solutions that cater to the specific needs of clients. The investment strategies provided by OSAM include Market Leaders Value, Small Cap Value, All-Canadian Equity, Micro Cap, All Cap Core, Enhanced Dividend, International ADR, Market Leaders Core, and Small-Mid Cap Growth.
The team at OSAM believes in the importance of skin in the game, which is reflected through the firm's principals and employees who are dedicated to their style of investing for the long haul, with most having extensive tenures at the firm. The principals comprise experienced professionals with an average tenure of 19 years.
OSAM emphasizes continuous learning and a disciplined investment process. By aligning the interests of their team with clients and fellow colleagues, they strive to create an environment conducive to investment success.
They also actively seek out curious and talented individuals to join their team and further their mission. OSAM's comprehensive approach to asset management is supported by an experienced team covering investment management, technology, operations, and client relations, which allows the firm to deliver sophisticated investment solutions and maintain responsive client service.
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