O'Shaughnessy Asset Management
9 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Jun 10, 2019 by Patrick O'Shaughnessy · said 14 times in 1 episodes since 2019 · across every show →
Mentions by year
brought up most by Ted Seides (8), Patrick O'Shaughnessy (6)
tap a year for its mentions
2019 14 mentions in 1 episode
Everything said about O'Shaughnessy Asset Management, oldest first
Jun 10, 2019 negative
Jun 10, 2019
Jun 10, 2019
Jun 10, 2019 negative
O'Shaughnessy: OSAM Failed Three Times Attempting Short Strategies Internally
“We've done it with our own capital three times and failed miserably each time, not an absolute return sense, but certainly an opportunity cost sense because it's been during this great run up. So we've lost a lot of return with our own capital trying to do thi…”
Jun 10, 2019 neutral
O'Shaughnessy: Key Investment Factors Historically Succeeded in Only 60-70% of Single Years
“In our research, luckily, those categories are honestly straightforward and simple. They're things like valuation, things like momentum, quality, return of capital. They're not crazy concepts. You just have to apply them with a lot of discipline, and I think t…”
Jun 10, 2019 positive
O'Shaughnessy: No asset manager is applying tech platform principles holistically
“Asking whether or not we can apply those principles to a very simple old school asset management business. And the answer, at least in my view, unequivocally so far as yes, and nobody else is doing it. Or at least they're not doing it holistically as part of h…”
Jun 10, 2019 neutral
O'Shaughnessy: Equity returns only stem from growth, multiple expansion, or capital returns
“When you're holding for that long, and you think about equities at an elemental level, I think there's just three ways to earn return. The businesses you own grow. In sales, earnings, EBITDA, whatever it is, free cash, the multiples of those fundamentals expan…”
Jun 10, 2019 positive