The Case for Small Cap Stocks
OSAM Portfolio Manager Travis Fairchild and Associate Jamie Catherwood come on to discuss their April paper titled ‘The Historic Opportunity in Small ...
What Works on Wall Street Podcast
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About
Hosted by Jim O’Shaughnessy, author and legendary investor (Forbes.com), the goal of the What Works on Wall Street podcast is to make the sometimes arcane-sounding language of the investment world more simple and approachable for our listeners. In each episode, Jim talks openly with professional investors (portfolio managers, analysts, researchers, authors) who are willing to share what they’ve learned with you. Learn more and stay up-to-date at osam.com/podcast
The Factor Archives: Value (EP.11)
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. Wh...
The Factor Archives: Shareholder Yield (EP.10)
Although buybacks are constantly in the news, they have benefitted investors for centuries. In this episode, Jim and Jamie discuss the relationship be...
The Factor Archives: Momentum (EP.09)
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...
ESG The Right Way (EP.08)
Jim O’Shaughnessy and OSAM PM Travis Fairchild discuss Travis’ recent paper on ESG. The discussion focuses on the right and wrong approaches to ESG, t...
The Factor Archives: A History of Factor Investing (EP.07)
While they may not have been known by the same names, many modern investment factors have historical roots stretching back centuries.
Negative Equity, Veiled Value, and the Erosion of Price-to-Book (EP.05)
The price-to-book ratio has a problem. Accounting distortions are causing record numbers of U.S. companies to report negative book value and more and...
A Returns-Based Approach for Allocating U.S. Microcap into Equities Portfolios (EP.04)
“Traditional” asset allocation favors capacity-based frameworks that are overly-reliant on flawed market cap-weighted indexes. Also, that approach fa...
Finding the Factor Alpha in REITs (EP.03)
According to our research, the efficacy of factor signals in real estate investing has largely been upstaged by the factor revolution in the equities...