James O’Shaughnessy

James O’Shaughnessy is the Chairman, CEO and CIO of O’Shaughnessy Asset Management (OSAM). Prior to founding OSAM, Jim was the Director of Systematic Equity at Bear Stearns Asset Management and a Senior Managing Director of the firm. Long recognized as one of America’s leading financial experts and a pioneer in quantitative equity analysis, he has been called a “world beater,” a “statistical guru” and a “legendary investor” by Barron’s. Kiplinger’s Personal Finance Magazine said: “You ignore his message at the risk of your own future wealth.” Jim is the author of four books on investing. His second book, What Works on Wall Street, was a BusinessWeek and New York Times Business bestseller and called “An indisputable classic…downright momentous” by TheStreet.com. The Financial Analysts’ Journal said it was “indisputably a major contribution to empirical research on the behavior of common stocks in the United States…conceivably, the influence of What Works on Wall Street will prove immense.” Jim was named “manager of the year” in Gordon Pape’s 2004 Buyers Guide to Mutual Funds for his management of the Royal Bank (RBC) of Canada’s O’Shaughnessy Funds, and the Canadian Investment Awards named the RBC O’Shaughnessy US Value Fund “US Equity Fund of the Year” in 2004 and 2005. Along with Benjamin Graham, Peter Lynch and Warren Buffett, Jim is featured in the book The Market Gurus: Stock Investing Strategies You Can Use from Wall Street’s Best. Jim has a BA in Economics from the University of Minnesota. He is married with three children and lives in Greenwich, Connecticut.