Blending Growth And Value With The O'Shaughnessy Approach

Every other issue of the Validea Hot List newsletter examines in detail one of John Reese’s computerized Guru Strategies. This latest issue looks at the James O’Shaughnessy-inspired strategy, which has averaged annual returns of 9.8% since its July 2003 inception vs. 6.0% for the S&P 500. Below is an excerpt from the newsletter, along with several top-scoring stock ideas from the O’Shaughnessy-based investment strategy.

OSAM On How To Beat The Tax Man

Often times, investors overlook a key part of portfolio management when buying and selling stocks: tax impact. But in a recent research report, quantitative investing guru James O’Shaughnessy’s firm offers some tips for how to minimize Uncle Sam’s impact on your portfolio.

O'Shaughnessy on Bond Market Risk, And Stock Strategy

After its huge run-up over the past 5 years, does the stock market still have good times ahead? Quantitative investing guru James O’Shaughnessy thinks so. In an interview with Canada’s Globe and Mail, O’Shaughnessy says that back in 2009 his firm looked at how the market would have to do in the next decade just to match its worst 20-year return ever. “If memory serves me, it was 6% average annual gain after inflation,” he says.  “If we look back in 2019, I’m not saying that stocks will be giving huge double-digit returns, but I do think they will end […]