The Case for Small Cap Stocks
OSAM’s Travis Fairchild and Jamie Catherwood discuss their paper on the historic opportunity in small cap stocks and the data […]
OSAM’s Travis Fairchild and Jamie Catherwood discuss their paper on the historic opportunity in small cap stocks and the data […]
The Derivative touches on price as a driver of future returns, the evolution of value investing, and why discounted equities
Jim and Jamie discuss capital allocation’s link to returns, the history of dividends and buybacks, and government-mandated repurchase programs.
Jim O’Shaughnessy and Travis Fairchild discuss ESG investing frameworks, misconceptions around implementation, and integrating factor strategies through the Canvas platform.
Jim O’Shaughnessy discusses the centuries-old roots of modern investment factors and what history teaches about persistent drivers of returns.
What Works on Wall Street Podcast discusses how factors were discovered, why they have historically worked, and what may drive