The Jay Kim Show : Entrepreneurship | Investing | Startups
Chris Meredith, Director of Research, Co-Chief Investment Officer & Portfolio Manager at O’Shaughnessy Asset Management
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LINKS FROM TODAY’S EPISODE
Read the full transcript from Chris’s interview
O’shaughnessy Asset Management
Invest like the Best by Patrick O’shaughnessy
Chris’s blog, Cutting Through Noise
DETAILED SHOW NOTES
[0:01:34] Chris’s self-introduction
[0:02:22] What attracted Chris to quantitative investing
[0:06:08] Chris’s views on investing and why we tend to be so bad at it
[0:11:38] The factors Chris bases his models on
[0:14:44] What is smart beta
[0:18:26] How O’shaughnessy works with high-net worth individuals
[0:21:32] Jay and Chris discuss home-country bias as it pertains to investing
[0:23:52] When considering international investments, O’Shaughnessy considers these things
[0:26:12] Jay and Chris discuss the value of historical data
[0:30:19] Jay and Chris discuss the importance of a disciplined approach for both managers and investors
[0:32:39] Educational resources from O’Shaughnessy