The Ledger
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why aren't all 2 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
O'Shaughnessy: OSAM has almost zero portfolio overlap with AQR and LSV
“Our overlaps with other quants are shockingly low. Like we have this little cool program that we can show people this on the fly and they won't believe us. Like they'll ask about AQR and LSV and these other great managers, you know, really, really, really stro…”
Prosek: Alternative Asset Managers Only Began Hiring Marketers Around 2015
“If you look at the landscape, AQR being an example, they just made their head of marketing a partner, which shows you how seriously they're taking marketing, right? But these firms have only had marketers the last three or four years, if that. Most of them are…”