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O'Shaughnessy Funds

O'Shaughnessy Asset Management is a quantitative money management firm located in Stamford, Connecticut. All of our investment strategies are based on the groundbreaking research conducted by Jim O'Shaughnessy and featured in his book What Works on Wall Street. Every strategy we offer our clients is time-tested, empirically derived and rigorously implemented.

http://www.osfunds.com/

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CONTACTS AT OSFUNDS.COM

O'Shaughnessy Asset Management, LLC

6 Sub●●●●●n Ave

Sta●●●ord , CT, 06901

US

203-●●●●3333
ji●●●●●●●●●●●●●●@osam.com

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O'Shaughnessy Asset Management, LLC

O'Shaughnessy Asset Management, LLC

6 Sub●●●●●n Ave

Sta●●●ord , CT, 06901

US

203-●●●●3333
fr●●●●●●●●●●●●●●@osam.com

View this contact

O'Shaughnessy Asset Management, LLC

O'Shaughnessy Asset Management, LLC

6 Sub●●●●●n Ave

Sta●●●ord , CT, 06901

US

203-●●●●3333
fr●●●●●●●●●●●●●●@osam.com

View this contact

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O'Shaughnessy Funds | osfunds.com Reviews
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O'Shaughnessy Asset Management is a quantitative money management firm located in Stamford, Connecticut. All of our investment strategies are based on the groundbreaking research conducted by Jim O'Shaughnessy and featured in his book What Works on Wall Street. Every strategy we offer our clients is time-tested, empirically derived and rigorously implemented.
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1 O'Shaughnessy Asset Management
2 OSAM
3 Jim O'Shaughnessy
4 James O'Shaughnessy
5 Chris Loveless
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7 O'Shaughnessy Small-Mid Cap Growth
8 O'Shaughnessy Small Cap Growth
9 O'Shaughnessy Small Cap Growth Taxable
10 O'Shaughnessy Small Cap Value
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O'Shaughnessy Funds | osfunds.com Reviews

https://osfunds.com

O'Shaughnessy Asset Management is a quantitative money management firm located in Stamford, Connecticut. All of our investment strategies are based on the groundbreaking research conducted by Jim O'Shaughnessy and featured in his book What Works on Wall Street. Every strategy we offer our clients is time-tested, empirically derived and rigorously implemented.

INTERNAL PAGES

osfunds.com osfunds.com
1

O'Shaughnessy Funds - All Cap Core

http://www.osfunds.com/MF_all_cap_core.aspx

Market Leaders Value Fund. Small Cap Value Fund. All Cap Core Fund. Small-Mid Cap Growth Fund. All Cap Core Fund. A Generational Selling Opportunity for the U S Long Bond". Class A, C, I. Class A and C. Download the Statements of Additional Information. O’Shaughnessy All Cap Core Fund. The Adviser is sensitive to expenses and has contractually agreed to waive fees through November 27, 2016. Next scheduled fund distribution or dividend payment: 12/8/16. Past Dividend Payment History:. All Cap Core Fund.

2

O'Shaughnessy Funds

http://www.osfunds.com/downloads.aspx

Market Leaders Value Fund. Small Cap Value Fund. All Cap Core Fund. Small-Mid Cap Growth Fund. Application forms are available for download as fillable PDFs. Alternatively, the forms may be printed, signed, and sent by mail or fax. If you'd like to learn more about any of our Funds. O'Shaughnessy Enhanced Dividend Fund: 1099-DIV Foreign Tax Credit. Coverdell Educational Savings Account Application. IRA &amp Coverdell Disclosure Document. Statutory Prospectus (Market Leaders Value, Small Cap Value) Class I.

3

O'Shaughnessy Funds

http://www.osfunds.com/glossary.aspx

Market Leaders Value Fund. Small Cap Value Fund. All Cap Core Fund. Small-Mid Cap Growth Fund. Please contact info@osfunds.com. If you have any questions about the terms, acronyms, and/or abbreviations listed below. American Depository Shares (ADS). American Depository Receipts (ADR). Foreign stock issued in the U.S. and registered in the American Depository Receipts (ADR) system. A unit that is equal to 1/100th of one percent (1% = 100 basis points, 0.01% = 1 basis point). A measure of a company's value...

4

O'Shaughnessy Funds - Enhanced Dividend

http://www.osfunds.com/MF_enhanced_dividend.aspx

Market Leaders Value Fund. Small Cap Value Fund. All Cap Core Fund. Small-Mid Cap Growth Fund. The strategy screens for what we believe to be market-leading companies as defined by size, momentum, earnings quality, financial strength, and valuation. From these market leaders we select stocks with the highest dividend yields. The strategy is based on a separately managed account launched on May 2003. Please see the prospectus for the performance of that product. O’Shaughnessy Enhanced Dividend Fund. Expen...

5

O'Shaughnessy Funds - News

http://www.osfunds.com/news.aspx

There is no media coverage to report at this time. Mutual fund investing involves risk. Principal loss is possible. The O'Shaughnessy Funds are distributed by Quasar Distributors, LLC.

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O'Shaughnessy Funds

Market Leaders Value Fund. Small Cap Value Fund. All Cap Core Fund. Small-Mid Cap Growth Fund. We offer five mutual funds,. Each adhering to our investment. Philosophy based on analysis. Done over a 50 year period,. That we believe have worked well. For stock selection over time. If you'd like to learn more about any of our Funds. Oâ SHAUGHNESSY MARKET LEADERS VALUE FUND. Seeks to provide long-term capital appreciation and current income through a portfolio of stocks with high Shareholder Yield. The O'Sh...

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