Jim OShaughnessy and OSAM PM Travis Fairchild discuss Travis recent paper on ESG. The discussion focuses on using Custom Indexing and technology to solve many of the challenges advisors face in alig

OSAM Portfolio Manager Travis Fairchild and Associate Jamie Catherwood come on to discuss their April paper titled ‘The Historic Opportunity in Small Cap Stocks’

Price is one of the most predictive determinants of future alpha and investors have recognized this since the first value fund was founded in 1779. While market environments and the methods of equity valuation have changed, the concept of purchasing...

Although buybacks are constantly in the news, they have benefitted investors for centuries. In this episode, Jim and Jamie discuss the relationship between capital allocation and returns, 17th century dividends, 18th century buybacks, and a time when...

Momentum is rooted in human nature and behavioral biases. This episode is a little different than other WWoWS episodes, as it was originally for guest Jamie Catherwood’s own history podcast, of which Jim was the first guest. However, enjoy this dive...

Jim O’Shaughnessy and OSAM PM Travis Fairchild discuss Travis’ . The discussion focuses on the right and wrong approaches to ESG, the Canvas platform, and how factor investing ties into ESG.

While they may not have been known by the same names, many modern investment factors have historical roots stretching back centuries.

A look back, and forward, at how, when, and why factors work

The price-to-book ratio has a problem. Accounting distortions are causing record numbers of U.S. companies to report negative book value and more and more cheap companies to be defined as expensive growth companies (Veiled Value Stocks). Join us on this

Traditional asset allocation favors capacity-based frameworks that are overly-reliant on flawed market cap-weighted indexes. Also, that approach fails to make adjustments for investor risk tolerance