About this episode
Our guest this week is Patrick O’Shaughnessy. Patrick is the CEO of O’Shaughnessy Asset Management. He also is a portfolio manager at the firm. Prior to assuming his current role, Patrick served on O’Shaugnessy’s research and portfolio management teams. Patrick is the author of Millennial Money: How Young Investors Can Build a Fortune and was a contributing author to the fourth edition of What Works on Wall Street . Patrick is also the host of the popular Invest Like the Best podcast. He received his bachelor’s in philosophy from the University of Notre Dame and is a CFA charter holder. Background Bio O’Shaughnessy Asset Management Canvas Millennial Money: How Young Investors Can Build a Fortune What Works on Wall Street, Fourth Edition: The Classic Guide to the Best-Performing Investment Strategies of All Time Invest Like the Best Podcasts ESG “ ESG the Right Way: Customization and Not Scale ,” by Travis Fairchild, osam.com, October 2019. “ Custom Indexing Leader Canvas Expands ESG/SRI Offering ,” businesswire.com, March 9, 2021. “ Investing in Environmental Protection ,” by the OSAM Research Team, osam.com, April 2021. “ Helping Financial Advisors Solve ESG Investing Challenges ,” by Travis Fairchild, osam.com, March 2021. Factors and Custom Indexing “ Combining the Best of Passive and Active Investing ,” by Patrick O’Shaughnessy, advisorperspectives.com, March 6, 2013. “ Alpha or Assets? Factor Alpha Vs. Smart Beta ,” by Patrick O’Shaughnessy, osam.com, April 2016. “ Combining the Best Stock Selection Factors by Patrick O’Shaughnessy at QuantCon 2016 ,” slideshare.net, April 14, 2016. “ Factors From Scratch: A Look Back, and Forward, at How, When, and Why Factors Work ,” by Chris Meredith, Jesse Livermore, and Patrick O’Shaughnessy, osam.com, May 2018. "' Humans Love a Narrative. We Have Safeguarded Against That': Jim and Patrick O’Shaughnessy ,” by Vicky Ge Huang, citywireusa.com, Dec. 6, 2018. “ Introducing Canvas ,” by Patrick O’Shaughnessy, osam.com, September 2019. “ Custom Indexing: The Next Evolution of Index Investing ,” by Patrick O’Shaughnessy, osam.com, December 2020. “ O’Shaughnessy’s Quarterly Letter Q4 2019 ,” by Patrick O’Shaughnessy, osam.com, January 2020. Podcast and Reading “ Chetan Puttagunta--Go Slow to Go Fast: Software Building and Investing ,” Invest Like the Best With Patrick O’Shaughnessy, investlikethebest.com, Jan. 28, 2020. “ Nick Kokonas—Know What You Are Selling ,” Invest Like the Best With Patrick O’Shaughnessy, investlikethebest.com, Nov. 19, 2020. The Psychology of Money: Timeless Lessons on Wealth, Greed, and Happiness , by Morgan Housel The Razor’s Edge by Somerset Maugham Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.