Mar 31, 2021
Jim O’Shaughnessy 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 aligning client portfolios with unique client...
Sep 16, 2020
OSAM Portfolio Manager Travis Fairchild and Associate Jamie Catherwood come on to discuss their April paper titled ‘The Historic Opportunity in Small Cap Stocks’
Feb 24, 2020
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 stocks at discounted prices has persisted for centuries.
Dec 18, 2019
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 government authorities mandated buyback programs in the U.S.
Dec 14, 2019
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 into the first ever book on behavioral finance. Find Jamie’s...