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1/OSAM's first quarter letter to investors:
"In this letter I discuss two examples of how we are trying to build accumulating advantages at OSAM. First, by adding to our “research graveyard,” and second by building a web of interconnected software-based tools.”
"In this letter I discuss two examples of how we are trying to build accumulating advantages at OSAM. First, by adding to our “research graveyard,” and second by building a web of interconnected software-based tools.”
2/ In the letter, Patrick addresses two of OSAM's edges:
1. The Research Graveyard, a large research graveyard demonstrates our continual dedication to ongoing research and shows that we also know a lot of things that *don't* work on Wall Street.
1. The Research Graveyard, a large research graveyard demonstrates our continual dedication to ongoing research and shows that we also know a lot of things that *don't* work on Wall Street.
3/
2. Tool Building, @patrick_oshag says "We’ve realized that a great strategy for OSAM is to build tools—in our case software, data sets, and combinations thereof—but then not direct how they are used." One of the direct results of this has been OSAM's ability
2. Tool Building, @patrick_oshag says "We’ve realized that a great strategy for OSAM is to build tools—in our case software, data sets, and combinations thereof—but then not direct how they are used." One of the direct results of this has been OSAM's ability
4/ to attract incredible outside talent in our @OSAMResearch Partners Program which has delivered insightful new research with the best yet to come. We're continually improving our tools which in turn improves our research and actual management of portfolios.
5/ And we're just getting started. Watch for some great new content and tools coming from OSAM this year. We’re excited to be adding to every investor’s tool kit.
Here’s the full letter:
osam.com/pdfs/research/…
Here’s the full letter:
osam.com/pdfs/research/…
