Continuous Learning and Strategic
Investment starta successful
financial life through. We continuously learn about investment and build a structured
strategy to make the most of it
Ultra-Low Risk O'Shaughnessy Inverse
Bond Hybrid
Mixed Assets Inverse Monthly Dividend
Dividend Yield (Monthly) 0.92% ~ 1.21%
Current Price 900 USD
1,320,000 KRW
Management Fee 0.04% per month
Moderately High Risk O'Shaughnessy Index
Profitability Bonds
Emerging Market Equities Bond Hybrid Annual Dividend
Dividend Yield (Annual) 4.92% ~ 7.20%
(Monthly) 0.41% ~ 0.60%
Current Price 915 USD
1,342,000 KRW
Management Fee 0.04% per month
Low Risk O'Shaughnessy Income
Bond-Equity Hybrid
U.S. Equities Bond Hybrid Annual Dividend
Dividend Yield (Annual) 5.04% ~ 7.68%
(Monthly) 0.42% ~ 0.64%
Current Price 920 USD
1,350,000 KRW
Management Fee 0.04% per month
Low Risk O'Shaughnessy Monthly Dividend
Global Bond Hybrid
Mixed Assets Global Index Monthly Dividend
Dividend Yield (Monthly) 0.52% ~ 0.74%
Current Price 910 USD
1,335,000 KRW
Management Fee 0.04% per month
Ultra-Low Risk O'Shaughnessy Inverse
Bond Hybrid
Mixed Assets Inverse Monthly Dividend
Dividend Yield (Monthly) 0.92% ~ 1.21%
Current Price 900 USD
1,320,000 KRW
Management Fee 0.04% per month
Low Risk O'Shaughnessy Monthly Dividend
Global Bond Hybrid
Mixed Assets Global Index Monthly Dividend
Dividend Yield (Monthly) 0.52% ~ 0.74%
Current Price 910 USD
1,335,000 KRW
Management Fee 0.04% per month
Medium Risk O'Shaughnessy Dynamic
Hybrid Index
Hybrid Assets High Yield Monthly Dividend
Dividend Yield (Monthly) 0.50% ~ 0.72%
Current Price 900 USD
1,320,000 KRW
Management Fee 0.04% per month
Medium Risk O'Shaughnessy Active
Bond Hybrid
High Yield Bonds Inverse Monthly Dividend
Dividend Yield (Monthly) 0.452% ~ 0.71%
Current Price 880 USD
1,291,000 KRW
Management Fee 0.04% per month
Solid
OSAM Overview
17 years Client Fund Management Period
$9.4 billion Total Assets Under Management and Advisory
Canvas Industry-Leading Custom Indexing Platform
Style-Based SMA Applied Factor Model: From Micro-Cap to Large-Cap, from U.S. to Global
Investment Strategy
Investment Strategy We build portfolios with significant factor advantages across various style segments, market capitalization ranges, and geographic regions. Our portfolios tend to have low excess return correlations with other active strategies, minimal overlap with market indices, and lower active costs. We collaborate with clients to develop customized solutions.
About Us
About Us Continuous exploration and disciplined execution are essential for investment success.We are committed to building investment styles for the long term and assembling a team that prioritizes the interests of our clients and OSAM colleagues.
Our company leaders have been with the
firm for an average of 19 years.
A research and investment management team of
19 members, including 6 CFA charter holders.
Pat, CFA 명예회장
Blog & Research
Blog & Research OSAM is dedicated to conducting fascinating new research on the market and sharing our findings with investors. We aim to manage funds on behalf of committed, long-term investors, which means sharing what we have learned. To follow our journey, you can read, listen, and watch.
August 2022
· Don't Just Sit There... Tax-Loss Harvesting
August 2022
· Four Topics Every Allocator Should Consider
August 2022
· OSAM Founder Jim O’Shaughnessy to Retire at Year-End
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