People

Jim O'Shaughnessy

Jim O'Shaughnessy

Formal First Name
James (Jim)
Nick Name
Jim
Dates
5/24/1960 - present
Location

Jim O’Shaughnessy is the Chairman and Co-Chief Investment Officer of O’Shaughnessy Asset Management. He was long recognized as one of America’s leading financial experts and a pioneer in quantitative equity analysis. O’Shaughnessy has been dubbed as “world beater” and “statistical guru” by Barron’s. In February 2009, Forbes featured Jim in a series on “Legendary Investors” along with Benjamin Graham, Warren Buffett, and Peter Lynch. He has published at least four books on investing, each praised as one of the best financial books of the year.

Professional Experience


Academic History

  • O’Shaughnessy 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.
  • The Canadian Investment Awards named the RBC O’Shaughnessy U.S. Value Fund “U.S. Equity Fund of the Year” in 2004 and 2005.
  • He has appeared as a guest on Real Vision.