Emerging markets can make for enticing investments, and new research from James O’Shaughnessy’s firm shows how fundamental-focused investors can really take advantage of EM opportunities. “U.S. investors, and other investors around the world, tend to overweight their home country in their equity portfolio,” write O’Shaughnessy Asset Management’s Patrick O’Shaughnessy and Ashvin Viswanathan in a report […]
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Tag Archives: James O’Shaughnessy
Studies: It’s About Value, Not Quality
March 22, 2013 
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“High-quality stocks” sounds like something any investor would want to own. But in a recent column for Canada’s Globe and Mail, Norman Rothery points out just how difficult it is to succeed by focusing on quality. Rothery says that with some notable exceptions — like Warren Buffett — investors who have keyed on quality metrics […]
Read moreActive or Passive? Try (Parts of) Both
March 8, 2013 0 Comments
Should you choose actively managed funds for your investments, or passively managed funds? It’s one of the investing world’s great debates. And in a new research paper, James O’Shaughnessy’s firm says the answer is, perhaps you should use a little of both. Passive funds, Patrick O’Shaughnessy writes in the report, have three key advantages over […]
Read moreOSAM: Global Dividends Looking Very Attractive
February 14, 2013 0 Comments
James O’Shaughnessy’s firm says that we’re in the most difficult environment for generating income in at least 140 years, and that the best place for investors to look for yield is international equities. Since 1871, the average yield generated by a portfolio with 60% in stocks and 40% in fixed-income investments has been 4.4%, O’Shaughnessy […]
Read moreO’Shaughnessy: Focus On The Numbers, Not The Headlines
January 18, 2013 0 Comments
Quantitative investing guru James O’Shaughnessy says investors should “completely ignore” the headlines and buy stocks. “You should completely ignore them,” O’Shaughnessy said of headlines on The Wall Street Journal’s Markets Hub. “They really serve to get your mind all whirled up, and you start thinking emotionally, and we think emotional decision making is the bete […]
Read moreLarge-Caps Lynch and O’Shaughnessy Might Like
December 14, 2012 0 Comments
In his latest RealMoney column, Validea CEO John Reese looks at a trio of large-cap stocks that look attractive as 2012 winds down. “Year to date, we’ve seen a robust 13% rise in the large-cap index S&P 500,” Reese writes. “I am not a soothsayer, and I do not profess to know how well large-caps […]
Read moreO’Shaughnessy Likes Strong Dividend Stocks
November 15, 2012 0 Comments
While quantitative guru James O’Shaughnessy supported Mitt Romney in the race for the Presidency, he says stocks should still fare well going forward. “The conditions remain relatively good for stocks,” he told Yahoo! Finance’s Daily Ticker the day of the election. “I think [who wins] matters but it matters a lot less than many people […]
Read moreWhat History Tells Us About Stocks & The Fiscal Cliff
October 16, 2012 0 Comments
Many pundits and investors have been forecasting big trouble for the stock market if the U.S. goes off the “fiscal cliff” at the end of the year, and tax rates jump on income, capital gains, and dividends. But the firm of top strategist James O’Shaughnessy says history tells another story. Looking at data going back […]
Read moreO’Shaughnessy: Block Out The Noise
October 12, 2012 0 Comments
James O’Shaughnessy says to block out the noise and listen to what history has to say about where the stock market is headed — upward. “We need perspective on the markets, and that’s something we sorely lack today,” O’Shaughnessy told MarketWatch after giving a presentation at The Big Picture Conference. He says that just to match the worst […]
Read moreGrowth Or Value? How About Both
October 12, 2012 0 Comments
Every other issue of The Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged annual returns of 10.3% since its July 2003 inception vs. 4.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring […]
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