The materials on this website are the property of O'Shaughnessy Management, LLC (“OSAM”), an investment advisory firm registered with the Securities and Exchange Commission. These materials are published without consideration of the visitor’s specific investment objectives, financial situation, or particular needs.
Before investing, all such factors, along with the risks, costs, and expenses of any investment vehicle, should be carefully considered. This site does not constitute a solicitation or offer to buy or sell any securities or related financial products. There is no guarantee that any investment strategy or approach will be successful or achieve a specific level of results. All investment products carry the risk of principal loss.

Visitors should not consider this site as a substitute for exercising their own judgment or as a replacement for specific investment advice. All opinions expressed on this site are subject to change without notice, and OSAM has no obligation to update or maintain the accuracy of the information contained herein. Before making any investment decisions, it is advisable to consult with a licensed and qualified professional. Potential clients of OSAM should review Part 2 of OSAM's Form ADV, which has been filed with the Securities and Exchange Commission.

OSAM makes efforts to maintain this site periodically; however, it does not provide any warranties or guarantees regarding the accuracy, reliability, truthfulness, or completeness of the information provided herein or through links on this page or other pages within our website.

The information contained herein is based on sources believed to be reliable, but its accuracy is not guaranteed. OSAM and/or its affiliates may, from time to time, hold positions in the securities described herein. Any commentary expresses opinions only. More complete information is available upon request. Past performance does not guarantee future results.

OSAM and its affiliates shall not be liable for any incidental, indirect, consequential, or special damages, including but not limited to loss of profits or income, pain and suffering, emotional distress, or any damages resulting from the use or inability to use the materials on this site. This limitation applies even if the possibility of such damages has been advised in advance.

An investment advisor or its representative may only conduct business in a state if they are licensed or meet other regulatory requirements in that state, or if they are otherwise exempt or excluded from the state's investment advisor or representative requirements.

An investment advisor or representative providing personalized investment advice to consumers in a specific state and receiving compensation for such services must first comply with the state's investment advisor or representative requirements or qualify for an exemption or exclusion in that state.

Consumers who wish to obtain information about the licensing status or disciplinary history of an investment advisor or investment advisory firm should contact the securities regulator in their respective state.

These Terms of Use shall be governed and interpreted in accordance with substantive law, regardless of any conflict of law principles in the respective state. By accessing this site, you agree that the courts shall have exclusive jurisdiction over any claims and lawsuits arising from or related to these Terms of Use and/or your use of this site. You also consent to and submit to the personal jurisdiction of such courts and agree to accept service of process for the purpose of litigating any such claims or lawsuits.

The stylized letter 'O' is a registered trademark of OSAM.