Need a digital detox this Summer? These books require no cords, batteries. If it’s dark out, you just need a candle. Here’s a random bunch of good reads that have nothing to do with investing, markets, biz, money. Buying the print versions lets you banish gadgetry altogether.
Guest Jim O’Shaughnessy, OSAM’s CIO/CEO, and Carol Massar1 find much to discuss during his periodic visit to her daily Bloomberg Markets radio program. For more research on this topic, go to the microcap archives.
The interview2 begins 2 minutes into the recording…
BACKGROUND: We invest deeply in our in-house research, trading, and technology platforms and 100% of the research feeding our investment process is conducted internally. In most cases, our exhaustive study of fundamental investment characteristics leads us to redefine industry-standard metrics at the most granular level in order to boost the accuracy and strength of the signal. We’re fortunate to have a core team of Researchers & Technologists who all share a passion for, and background in, factor-based investing (visit our Blog archives for more background). As a result, OSAM is a living, breathing, evolving, team-based research project. This Guide is an overview of our findings. Continue reading “OSAM Guide to Factor AlphaSM“
In this interview,1 the first part discusses Will’s 8-year research project studying CEOs who were master capital allocators, which is the basis for his book The Outsiders: Eight Unconventional CEOs and their Radically Rational Blueprint for Success.2 The second part of the interview discusses Will’s career in private equity.
As we head into the long weekend, and Summer, it’s probably — no, definitely — a very good idea to reset and read something non-financial. I made this list mindful of weary investors’ wandering minds (redundant) and want to get this posted in time for you to go get ’em @ your favorite bookstore1 before your flight, drive; or maybe you’re just staycationing. In my humble opinion, here are some of the best books on the subject of creativity: Continue reading “Book Marks: 6 Ways to Take the Market off Your Mind”
To be sure, things are a little bit hectic here in the U.S. — headlines, rants, and Tweets still manage to shock the markets and year-to-date has been rough. So why not avert our gaze North of the border for a change…
Part 1 of this article delineates factor-based strategies — fundamental weighting,1 smart beta, and Factor Alpha — by showing the differences between them. Also covered in Part 1 is a comparison of risk-focused and return-focused factor implementation.2