OShaughnessy Mutual Fund Money Managers

OFVIX -  USA Fund  

USD 18.29  0.16  0.88%

OShaughnessy Market is run by 2 fund managers with a total tenure of about 3 years, averaging roughly 1.0 years of service per executive having 0.5 employees per reported executive. Fund managers are in charge of implementing OShaughnessy Market investing strategy and managing its portfolio trading activities. Break down of OShaughnessy Market management performance can provide insight into the fund's overall performance. Note, fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with OShaughnessy Market future under-performance.
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OShaughnessy Insiders 

 
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  Patrick OShaughnessy  Executive
Fund Manager
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  Christopher Meredith  Executive
Fund Manager
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OShaughnessy Market Net Asset Comparison

OShaughnessy Market Leaders is regarded second largest fund in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 80.74 Billion. OShaughnessy Market adds roughly 250.88 Million in net asset claiming only tiny portion of funds under Large Value category.

OShaughnessy Market Benchmark Summation

The output start index for this execution was thirteen with a total number of output elements of fourty-eight. The Highest value over a specified period line plots max value of OShaughnessy Market price series. View also all equity analysis or get more info about highest value over a specified period math operators indicator.

OShaughnessy Market Notable Stakeholders

An OShaughnessy Market stakeholder refers to an individual interested in an outcome of the business. Different stakeholders have different interests, and companies such as OShaughnessy Market often face trade-offs trying to please all of them. OShaughnessy Market's stakeholders can have a positive or negative influence on the entity's direction, and there are a lot of executives involved in getting OShaughnessy Market's stock to the level that pleases all shareholders. Keeping track of the stakeholders is a great way to stay on top of things affecting its ongoing price.

About OShaughnessy Market Management Performance

The success or failure of an entity such as OShaughnessy Market often depends on how effective the management is. OShaughnessy Market management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of OShaughnessy management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the OShaughnessy management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
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The investment seeks long-term capital appreciation and current income. OShaughnessy Market is traded on NASDAQ Exchange in the United States.
The data published in OShaughnessy Market's official financial statements usually reflect OShaughnessy Market's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of OShaughnessy Market. For example, before you start analyzing numbers published by OShaughnessy accountants, it's critical to develop an understanding of what OShaughnessy Market's liquidity, profitability, and earnings quality are in the context of the O'Shaughnessy Asset Management space in which it operates.
Please note that past performance is not an indicator of the future performance of OShaughnessy Market, its manager's success, or the effectiveness of its strategy. The performance results shown here may have been adversely or favorably impacted by events and economic conditions that may not prevail in the future. Therefore, you must use caution to infer that these results indicate any fund, manager, or strategy's future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost. .
Please check Your Equity Center. Note that the OShaughnessy Market information on this page should be used as a complementary analysis to other OShaughnessy Market's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Stock Screener module to find equities using custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook..

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When running OShaughnessy Market price analysis, check to measure OShaughnessy Market's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy OShaughnessy Market is operating at the current time. Most of OShaughnessy Market's value examination focuses on studying past and present price action to predict the probability of OShaughnessy Market's future price movements. You can analyze the entity against its peers and financial market as a whole to determine factors that move OShaughnessy Market's price. Additionally, you may evaluate how the addition of OShaughnessy Market to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between OShaughnessy Market's value and its price as these two are different measures arrived at by different means. Investors typically determine OShaughnessy Market value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, OShaughnessy Market's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.