Bloomberg Radio:
O’Shaughnessy on Disciplined Investing

Categories Interview, Investing, OSAM Research

“We think that you’re never going to get rewarded for making ‘comfortable’ investments.
The best investments begin in discomfort.”

— CEO Patrick O’Shaughnessy1

BBR logoDuring a recent visit to Bloomberg Markets , Jim O’Shaughnessy2 and Patrick O’Shaughnessy discuss investment strategy, markets, and Patrick’s new role at the firm.3

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“Bloomberg Markets: O’Shaughnessy on Disciplined Investing” transcript: Continue reading “Bloomberg Radio:
O’Shaughnessy on Disciplined Investing”

Active Investing — Tips for Success
on Bloomberg Markets

Categories Interview, Investing, OSAM Research

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OSAM Director of Research & Senior Portfolio Manager Chris Meredith joins Bloomberg Markets co-anchors Carol Massar1 and Cory Johnson2 during his visit to their daily radio program in October.3

This interview4 offers a helpful and concise look at OSAM Research’s process…

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“Bloomberg Markets: OSAM’s Chris Meredith on Successful Active Investing” transcript: Continue reading “Active Investing — Tips for Success
on Bloomberg Markets”

Discovering Under-Covered Microcap Stocks
on Bloomberg Markets

Categories Interview, Investing, OSAM Research

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Guest Jim O’Shaughnessy, OSAM’s CIO/CEO, and Carol Massar1 find much to discuss during his periodic visit to her daily Bloomberg Markets radio program. For more research on this topic, go to the microcap archives.

The interview2 begins 2 minutes into the recording…

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“Bloomberg Markets: O’Shaughnessy on Investing in Micro-Caps” transcript: Continue reading “Discovering Under-Covered Microcap Stocks
on Bloomberg Markets”

Bloomberg Markets’ Carol Massar Asks OSAM:
Active or Passive?

Categories Interview, Investing, OSAM Research

Last week was the 8-year anniversary of The Great Recession’s March 9, 2009 market bottom. To celebrate, or whatever you’re supposed to do to commemorate low points, we offer the first in a series of recent interviews with the OSAM Research Team. Honestly, even if this conversation happened the next day, March 10, 2009, the tenor would’ve been about the same: If your formula works, stick to it.

“O’Shaughnessy on Active vs. Passive” Continue reading “Bloomberg Markets’ Carol Massar Asks OSAM:
Active or Passive?”