Jim O’Shaughnessy: The Dynamic Portfolio Creation

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Jacob Wolinsky
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ValueWalk’s Raul Panganiban interviews Jim O’Shaughnessy, Chairman, Co-chief Investment Officer, and Portfolio Manager at O’Shaughnessy Asset Management. In this part, Jim discusses “dynamic portfolio creation’, the next version of what works on Wall Street. Q1 2020 hedge fund letters, conferences and more Makes complete sense. Now, getting back to the factor, can you walk me through your process on? So do you ask a question or do you seek a factor that makes intuitive sense, but that you want to test it now? And then how has like finding information and the evidence for it, how has that evolved over…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.