Chris Meredith retweeted
OSAM's canvas.osam.com/ platform has crossed $2 Billion in AUM! So proud of the entire team at OSAM.
Also very thankful to our advisor partners for guiding us to what they needed/wanted Canvas to be able to do.
Onward!
Last time we shared information on the traction we'd seen for Canvas, the first custom indexing platform, we'd crossed $1B with 9 partner firms
Today, we crossed $2B, and have 27 partners
So proud of the team, and thankful to our partners!
canvas.osam.com/Commentary/B…
Chris Meredith retweeted
Proud of @OSAMResearch for having surpassed $1b very quickly on our Canvas platform.
Even more thankful to our RIA partners, which is a community we love to serve.
Thanks @DaveNadig for putting it in perspective, spot on!
wealthmanagement.com/equitie…
Great work extending the Value-Growth analysis back to 1870!
Value Crashes: Deep History twocenturies.com/blog/2020/5…
Chris Meredith retweeted
Flash podcast with Bryan Krug of Artisan Partners on corporate credit:
- corporate high yield and investment grade credit
- sectors within high yield
- coronavirus
- Credit spreads
- dangers & opportunities
- why comparisons to 2008 may be misplaced
investorfieldguide.com/krug2…
Chris Meredith retweeted
A flash podcast to discuss the oil price wars with my friends at Deep Basin Capital:
- Major oil players and motivations
- what does it mean to "win" a price war
- Impact on U.S. shale, energy stocks, and adjacent stocks
- path forward for the sector
investorfieldguide.com/deepb…
Chris Meredith retweeted
My 2019 letter to investors:
- value lost because of incredible multiple expansion in growth stocks
- value stocks delivered much better business results
- earnings expectation gap for growth vs value near the 2000 high
- S&P 500 priced for bad returns
canvas.osam.com/Commentary/B…
Chris Meredith retweeted
Releasing research on ESG with some thoughts on how to improve ESG investing. Customization, Alpha Factors and overcoming challenges with ESG data.
osam.com/Commentary/esg-the-…
Chris Meredith retweeted
New @OSAMResearch paper on using machine learning to improve value investing, by @kczat.
This is second part in a series on applying ML to investing.
We show the potential power of clustering techniques to improve simple measures like p/book.
osam.com/Commentary/ml-inves…
Chris Meredith retweeted
For the last year, OSAM has been building.
Next week, we will unveil a new piece of investing software built for advisers and allocators.
It combines our best research and technology. It is the first of its kind.
A teaser here:
canvas.osam.com/
Chris Meredith retweeted
The new Odd Lots is out! @TheStalwart and I speak with @ChrisMeredith23 about why value investing has been doing absolutely terribly. He uses historic data to argue that underperformance of value tends to coincide with major technological revolutions.
bloomberg.com/news/articles/…
Chris Meredith retweeted
Don't miss Monday's #OddLots: @ChrisMeredith23 of O'Shaughnessy Asset Management talks with @TracyAlloway & @TheStalwart about why value investing, one of the oldest investing strategies, hasn't been working recently. Subscribe today. bloom.bg/2zuDXts
Only thing I like better than doing research, is mentoring an up and coming talent like @dnitiutomo. Congratulations to Danny and our Research Partners at QuantIP for this great paper exploring the relationship between innovation and future earnings. osam.com/Commentary/misprice…
Lauren, thank you for inviting me to speak at the CFA Institute Seminar for Global Investors. Best in class educational event, and honored to participate. And really enjoyed you moderating our discussion! Hope we can do it again soon, Chris
It was great hearing from @ChrisMeredith23 today at #SGIAnnual where he touched on his latest research paper: "Value is Dead, Long Live Value"
osam.com/commentary/value-is…
Chris Meredith retweeted
In case you missed it - @ChrisMeredith23 looks at major tech revolutions to discuss the Growth vs Value paradigm and potential for what the future could look like.
@WSJ writer @jmackin2 wrote based on Chris' recent work. Read both below.
osam.com/Commentary/value-is…
New OSAM Paper: Using a new data set that we call Deep History, I compare the recent underperformance of Value to the time period of 1926-1941, offer a theory connecting the two periods and why these regimes of Growth may be related and episodic. osam.com/Commentary/value-is…
Great time talking with Corey about all the great people I get to work with at OSAM. Thanks Corey!
Our work at OSAM is possible because of the research platform architected by our co-CIO @ChrisMeredith23.
If you are interested in how a quant firm actually does research and works, this is a must listen.
Chris Meredith retweeted
Join us for the Seminar for Global Investors July 22-25, hosted with @CFA_Chicago. Extraordinary line up of speakers this year including @Melt_Dem , @DiMartinoBooth , @ChrisMeredith23 , @digitalarun , @zingales and many more! Register today!
Chris Meredith retweeted
Looking forward to my conversation tomorrow with @ChrisMeredith23 and hearing about the latest research @CFAPHL #HNW bit.ly/2PrDyyw
Alpha within Factors
osam.com/Commentary/alpha-wi…
New piece written with @patrick_oshag and @ChrisMeredith23. A promised follow-on to Factors from Scratch. We look at ways to improve the performance of the value factor. Hope you enjoy!
Chris Meredith retweeted
Some key points from our ML paper:
-combining models is powerful, even if component models are very simple
-boosting (over-weighting prior errors in next model) works well
-there are non-linear patterns in widely known investing factors
Full report:
osam.com/Commentary/ml-inves…