O'Shaughnessy Asset Management 6 Suburban Avenue Stamford CT 06901 (203) 975-3333 We Pursue a Simple Mission: Learn, build, share, repeat. Link to 13F filings: SEC filings, .htable { font-family: Arial; font-size: 13px; border-bottom: 1px dotted #666666; width: 646px; } } Performance font-family: Arial;
13F filing from OSHAUGHNESSY ASSET MANAGEMENT, LLC, enter your You are limited to the prior 8 quarters of 13F filings. .showrow {
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions, See Details: Top 10 Stocks Held By O Shaughnessy Asset Management LLC, All Stocks Held By O Shaughnessy Asset Management LLC, Top 10 Stocks Held By O Shaughnessy Asset Management LLC, stock quote data powered by Ticker Technologies. Whalewisdom has at least 53 13F filings, and 50 13G filings, ***Log In or } function expandRow(from,plus) { The O'Shaughnessy Funds are distributed by Quasar Distributors, LLC. Such risks may be magnified with respect to securities of issuers in frontier emerging markets. var imgid = 'ocimg' + from; Their last reported 13F filing for Q2 2020 included $3,224,320,000 in managed 13F securities • Hedge Fund You are leaving the O'Shaughnessy Mutual Funds website and entering the O'Shaughnessy Asset Management website.
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} REITs and foreign real estate companies may be less diversified than other pools of securities, may have lower trading volumes and may be subject to more abrupt or erratic price movements than the overall securities markets. var trs = table.getElementsByTagName('tr'); email address below and choose 'Submit'. Seeks to provide long-term capital appreciation through a portfolio of large capitalization domestic equities with high Shareholder Yield. if (i > from && i <= to) {
Principal loss is possible. Hedge Fund Manager Performance Q2 AUM # of Holdings Performance Rank Holdings Concentration ; O Shaughnessy Asset Management: James Oshaughnessy: 18.25%
The Fund may experience higher fees and is subject to additional risks due to investments in other investment companies (including ETFs).
Nothing on this web site should be considered a solicitation to buy or an offer to sell shares of any Fund in any jurisdiction where the offer or solicitation would be unlawful under the securities laws of such jurisdiction. done over a 50+ year period,
( Class I ), Download the Statements of Additional Information, Download Information Statement/Prospectus, Download O'Shaughnessy All Cap Core Fund Form 8937, Download O'Shaughnessy Enhanced Dividend Fund Form 8937. the 13F filing. O Shaughnessy … }
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document.getElementById(imgid).src='https://www.holdingschannel.com/closed.gif'; O SHAUGHNESSY ASSET MANAGEMENT LLC Mercer Investments LLC. } else {
trs[i].className = 'hiderow'; [2]: var isexpanded = new Array(); How do I update this listing? The O'Shaughnessy Funds are offered only to United States residents, and information on this site is intended only for such persons. for OSHAUGHNESSY ASSET MANAGEMENT, LLC, Top 20 equal-weighted holdings. • STAMFORD, CT }
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The Funds invest in foreign securities which involve political, economic and currency risks, greater volatility and differences in accounting methods. [1]: } Emerging markets countries involve greater risks, such as immature economic structures, national policies restricting investments by foreigners, and different legal systems. var tableid = 'hldtable'; HTTP://WWW.OSAM.COM
Oshaughnessy Asset Management is based out of Stamford. to see more advanced email alert options such as selecting any type of