James O'Shaughnessy (investor)
American investor
James Patrick O'Shaughnessy (born May 24, 1960) is an American investor and venture capitalist, who is the CEO of O'Shaughnessy Ventures. He is the founder of O'Shaughnessy Asset Management, LLC, an asset management firm that Franklin Templeton later acquired.
O'Shaughnessy's areas of expertise include quantitative equity analysis, portfolio management, research decisions, and investment models. He has authored several books that use Standard & Poor's Compustat database to provide extensive quantitative analysis of stock market performance. O'Shaughnessy has been awarded several U.S. patents for his investment strategies and was recognized as a legendary investor by Forbes.com.
Early life and education
James P. O'Shaughnessy was born and raised in Saint Paul, Minnesota, where he attended Saint Thomas Academy as a youth. His fascination with the stock market began at an early age when he started to manually track characteristics common to the 30 companies in the Dow Jones Industrial Average stock index. After studying international economics and business diplomacy at the School of Foreign Service of Georgetown University, O'Shaughnessy graduated with a Bachelor of Arts in economics from the University of Minnesota in 1986.
O'Shaughnessy continued to apply his research of the stock market, and in 1994, his first book, Invest Like the Best, was published, followed by the first edition of What Works on Wall Street in 1997, How to Retire Rich in 1998, and Predicting the Markets of Tomorrow in 2006.
Career
Mutual funds
O'Shaughnessy started his own mutual funds under the names Cornerstone Growth and Cornerstone Value in 1996.
This brief starts where responsible research should: with the source description of “James O'Shaughnessy (investor)” as american investor. Everything that follows is an evidence route, not borrowed authority.
Why this record matters
The subject matters to the general reference register because the source frames it as american investor. Its deeper value depends on whether names, dates, institutions and citations support that framing.
Vocabulary and entity names are the principal evidence signals here, because they determine the precision of every later search. The source revision retrieved here is dated Sep 1, 2026. The linked authority identifier is Q6140535. VIAF identifies the subject as 13156551. The Library of Congress control number is n93107416. 3 of 3 selected statements include explicit references; 0 carry qualifiers and 0 use preferred rank. The first chronological checks are 1960, 1986, 1994 and 1997.
The absence of detail may reflect summary conventions rather than a lack of surviving documentation. The source lead contains qualifying language; that uncertainty should survive quotation, summary and reuse. Authority statements aid reconciliation but still require their own references, qualifiers and ranks to be checked.
How to read it
Use the entry as an orientation point, then follow its citations and revision history. Names, dates and institutional relationships should be checked against the original record.
- Subject orientation
- Search vocabulary
- Locating named sources
The closest primary source, responsible institution and strongest cited specialist reference.
Three-step research path
- Establish the record: confirm the title “James O'Shaughnessy (investor)”, its source revision and the description used here.
- Expand the search: follow James O'Shaughnessy (investor) primary sources, James O'Shaughnessy (investor) archive and James research across catalogues and specialist indexes.
- Test the account: compare the strongest cited source with the responsible institution’s current record and note any disagreement.
Questions for further research
- Which source most directly establishes the central claim about “James O'Shaughnessy (investor)”?
- What terminology or title could unlock a more precise catalogue search?
- Which cited source is closest to the event, object or claim?
Search terms from this dossier
This entry incorporates text from “James O'Shaughnessy (investor)” on English Wikipedia. Contributors are listed in the page history. Text is available under the Creative Commons Attribution-ShareAlike 4.0 License. Selected authority identifiers and statements are retrieved from Wikidata under CC0; their references and qualifiers remain part of the verification path.