James O'Shaughnessy

Area of Expertise: Quantitative investing

Website: osam.com and whatworksonwallstreet.com

Books: “What Works on Wall Street,” “Invest Like the Best,” “How to Retire Rich,” “Predicting the Markets of Tomorrow”

Email: jim.oshaughnessy@osam.com

Biography:
Jim O’Shaughnessy is the chairman and co-chief investment officer of O’Shaughnessy Asset Management (OSAM). O’Shaughnessy is ultimately responsible for OSAM’s investment strategies. He directs the senior portfolio manager, is director of research and the portfolio management team and helps to set the agenda for the team. He is also responsible for the development of OSAM’s existing strategies and directs the team on idea generation and specific initiatives to improve the models and develop new factors and products.

Prior to founding OSAM, O’Shaughnessy was the director of systematic equity at Bear Stearns Asset Management and a senior managing director of the firm. Prior to his time at Bear Stearns, he was the CEO and chairman of O’Shaughnessy Capital Management (Netfolio).

Long recognized as one of America’s leading financial experts and a pioneer in quantitative equity analysis, he has been called a “world beater” and a “statistical guru” by Barron’s. In February 2009, Forbes.com included O’Shaughnessy in a series on “Legendary Investors” along with Benjamin Graham, Warren Buffett and Peter Lynch.

O’Shaughnessy is the author of four books on investing. Forbes pronounced his first book “Invest Like the Best” “awesome” and named it one of the best financial books of the year. His second book, "What Works on Wall Street," is a BusinessWeek and New York Times Business bestseller and called “An indisputable classic ... downright momentous” by TheStreet.com.

O’Shaughnessy’s third book, “How to Retire Rich,” was a New York Times Business and BusinessWeek bestseller. He published his fourth book, “Predicting the Markets of Tomorrow,” in 2006. He was named manager of the year in Gordon Pape’s 2004 Buyers Guide to Mutual Funds for his management of the Royal Bank of Canada’s (RBC) O’Shaughnessy Funds, and the Canadian Investment Awards named the RBC O’Shaughnessy U.S. Value Fund “U.S. Equity Fund of the Year” in 2004 and 2005.