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OSAM Research
@
OSAMResearch
Stamford CT
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We help clients build better portfolios through disciplined, factor-based equity strategies. Canvas -- Sept 2019. canvas.osam.com osam.com/Commentary
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14
Pratim
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1.937
Osobe koje vas prate
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OSAM Research
@OSAMResearch
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4. velj |
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NEW Factor Archives article.
@jfc_3_ explores the history of the Value factor.
canvas.osam.com/Commentary/Blo…
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OSAM Research
@OSAMResearch
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21. sij |
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@patrick_oshag 2019 Investor Letter.
canvas.osam.com/Commentary/Blo…
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OSAM Research
@OSAMResearch
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17. sij |
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A look inside the mind of @patrick_oshag and @OSAMResearch.
Our 2019 Investor Lettter.
canvas.osam.com/Commentary/Blo…
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OSAM Research
@OSAMResearch
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2. sij |
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1. The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors
osam.com/Commentary/the…
Enjoy your start to 2020.
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OSAM Research
@OSAMResearch
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2. sij |
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2. Value Is Dead, Long Live Value
osam.com/Commentary/val…
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OSAM Research
@OSAMResearch
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2. sij |
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3. O’Shaughnessy Quarterly Investor Letter Q1 2019
osam.com/Commentary/osa…
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OSAM Research
@OSAMResearch
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2. sij |
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Happy New Year!
2019 was an exciting year for us, which included the launch of Canvas. Here's @patrick_oshag Canvas Intro Letter and our top 3 reads from the year:
Introducing Canvas
osam.com/Commentary/int…
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OSAM Research
@OSAMResearch
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10. pro |
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Back at it. @jfc_3_ discusses the Momentum factor.
osam.com/Commentary/the…
A read filled with human behavior, historical annectdotes, and how Momentum emerges from this.
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OSAM Research
@OSAMResearch
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26. stu |
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@jposhaughnessy and Jamie explore part 1 further in this podcast.
osampodcast.libsyn.com/the-factor-arc…
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OSAM Research
@OSAMResearch
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26. stu |
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Looking for some holiday reading?
@jfc_3_ released the first 2 parts of his new Factor Archives series.
osam.com/Commentary/the…
osam.com/Commentary/the…
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OSAM Research
@OSAMResearch
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22. stu |
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@jfc_3_ serves up the perfect Friday afternoon read. Jamie, explores buybacks and dividends through a historical lens. A quick and interesting read.
osam.com/Commentary/the…
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OSAM Research
@OSAMResearch
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4. stu |
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We believe ESG investing should be customized. osam.com/Commentary/esg…
Start a conversation today: canvas.osam.com
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OSAM Research
@OSAMResearch
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1. stu |
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“…impact investing is... you have explicit financial returns and explicit goals for social or environmental impact at the same time. So, they're living side by side”
You can listen to their conversation here: osam.com/Commentary/esg…
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OSAM Research
@OSAMResearch
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1. stu |
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Back in April, @patrick_oshag spoke with Katherine Collins of Putnam Investments and a couple of her comments align well with our current stance and research.
“…once you have something to work with, even if it's messy, you're willing to do the work..."
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OSAM Research
@OSAMResearch
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1. stu |
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OSAM Research
@OSAMResearch
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1. stu |
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OSAM Research
@OSAMResearch
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1. stu |
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A couple of key take-a-ways from @tbfairchild recent paper on ESG investing... #ESGinvesting #sustainability #OSAMCanvas
osam.com/Commentary/esg… pic.twitter.com/3Id2SalNOS
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OSAM Research
@OSAMResearch
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29. lis |
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Excited to release our first whitepaper on ESG investing. @tbfairchild distills his findings and our firm stance on this popular investing topic.
At OSAM, investors can build custom ESG portfolios using the Canvas platform. Enjoy
osam.com/Commentary/esg…
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OSAM Research
@OSAMResearch
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29. lis |
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Today at 1pm - Stay tuned for OSAM's latest whitepaper. 12+ months of research that we are excited to share. pic.twitter.com/UBNxqhGt78
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OSAM Research
@OSAMResearch
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17. lis |
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Our Q3 investor letter wraps up an exciting and busy quarter at OSAM.
@patrick_oshag shares market trends, factor outlook, and Canvas lessons.
osam.com/Commentary/osa… pic.twitter.com/b3CDGR60eq
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