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”

Money Life Radio: “The Big Interview”

Categories Interview, Investing, OSAM Research

Director of Research & Senior Portfolio Manager Chris Meredith joins acclaimed MarketWatch columnist Chuck Jaffe on his daily talk show “The Big Interview”1 to look back on 2017, and ahead to the new year…2


“The Big Interview: Chris Meredith” transcript: Continue reading “Money Life Radio: “The Big Interview””

Active Investing — Tips for Success
on Bloomberg Markets

Categories Interview, Investing, OSAM Research

BBR logo

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

BBR logo

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”

MoneyLife Radio Grills OSAM’s CIO

Categories Interview, Investing, OSAM Research

“[Market forecasters] are so far off that you’re much better giving a monkey a coin and going with whether it lands heads or tails.”
— Jim O’Shaughnessy, OSAM Chairman & CEO/CIO


Chuck Jaffe, acclaimed
MarketWatch columnist and “The Big Interview” host,1 challenges the continuing OSAM tradition of “completely ignoring Washington D.C. and other noise,” provoking Jim to blurt out the derogatory monkey comment quoted above.2

“The Big Interview: Jim O’Shaughnessy” Continue reading “MoneyLife Radio Grills OSAM’s CIO”

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?”