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Holly LaFon
Holly LaFon
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Ask James O'Shaughnessy Your Investing Question for Podcast

Famed investor found out what beats markets in his book, 'What Works on Wall Street'

December 04, 2017 | About:

Famed investor James O’Shaughnessy is joining GuruFocus for a podcast, and we’re taking questions from audience members.

If you have something to ask James, post it in the comments section below. Then listen for the answer on the upcoming podcast episode.

James manages O’Shaughnessy Asset Management and rose to prominence with the publication of his 1997 book, “What Works on Wall Street.” For the book, James researched what really outperformed the market from 1951 to 1994. He found that a blend of growth and value stocks were the winning combination. He also discovered that stocks with low price-sales ratios outperformed those with low price-earnings ratios.

For value stocks, James selects market leaders, which have lower volatility. He also places great importance on strong valuation, momentum and yield. James believes that buying value stocks beats the market, with lower risk. “As stocks get more expensive, their return and risk profiles are both likely to diminish,” he says in his research.

A key component of James’ approach is that he has taken his empirical research and applied it to quantitative formulas. This helps eliminate emotions in decision-making.

O’Shaughnessy Asset Management is based in Stamford, Connecticut and oversees $6.1 billion.

The firm holds 902 stocks with 158 new in the third quarter. The highest allocation is to financial services, at 27.3% of the portfolios. Top holdings comprise CVS Health Corp. (NYSE:CVS), Procter & Gamble (NYSE:PG) and McKesson Corp. (NYSE:MCK).

James will also be speaking at the 2018 GuruFocus Value Conference

Listen to him give a talk at Google below: 

See the portfolio here.


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Comments

emh.larsson
Emh.larsson - 1 week ago    Report SPAM

Which factors do you think will have to change to make classic low multiple value a winning strategy again? Is it the interest rate or do you think the investment cycle is the key?

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