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Friday, August 13, 2010

O'Shaughnessy Hangs Out his Own Shingle

Reported by Sean Hanna, Editor in Chief

Famed-former Bear Stears fund manager Jim O'Shaughnessy is ready to ramp up his presence in the mutual fund industry. On Monday, his Stamford, Connecticut-based advisory firm is launching a family of five O'Shaughnessy mutual funds that cover the bases for a full-fledged family [see profile].

Jim O'Shaughnessy
O'Shaughnessy Asset Management
Chairman and CEO
A representative from O'Shaughnessy Asset Management was not immediately available for comment.

The five funds mirror similarly named mutual funds that had been a part of the Van Kampen funds family prior to that family's sale to Invesco earlier this year. Van Kampen filed to liquidate the six O'Shaughnessy-subadvised funds at the end of March [SEC filing].

The family does not include a large cap growth fund as the Van Kampen funds did. Still, the funds range from an all cap, core equity fund to an international and global fund. The family will also offer a growth fund, mid-cap fund and dividend focused fund. [SEC filing]

O'Shaughnessy -- who cemented his renown as the author of 2005 best seller What Works on Wall Street -- has been a subadvisor to the RBC funds marketed in Canada.

In 2008 his firm repurchased a 10 percent stake in the firm from a unit of JP Morgan that the bank acquired through the Bear Stearns fire sale. [See MFWire.com, 11/14/2008]

The new mutual funds will include: O'Shaughnessy All Cap Core Fund; O'Shaughnessy Enhanced Dividend Fund; O'Shaughnessy Small/Mid Cap Growth Fund; O’Shaughnessy Global Equity Fund and O’Shaughnessy International Equity Fund.

Each of the funds will come in broker-sold fund classes (A, C and I shares).

Jim O'Shaughnessy will split the PM duties for the funds with Christopher Meredith.

Quasar Distributors is handling distribution for the funds. 

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