James O'Shaughnessy (mai saka hannun jari)
 James O'Shaughnessy (mai saka hannun jari) | |
|---|---|
 | |
| Rayuwa | |
| Haihuwa |
Saint Paul (en)  , 24 Mayu 1960 (65 shekaru) |
| ƙasa | Tarayyar Amurka |
| Karatu | |
| Makaranta |
University of Minnesota (en) Saint Thomas Academy (en) |
| Sana'a | |
| Sana'a |
Mai tattala arziki da financier (en) |
James Patrick O'Shaughnessy (an haife shi a ranar 24 ga Mayu, 1960) ɗan Amurka ne mai zuba jari kuma mai saka hannun jari, wanda shine Shugaba na O'Shaughnessy Ventures. Shi ne wanda ya kafa O'Shaughnessy Asset Management, LLC, wani kamfanin kula da kadarori wanda Franklin Templeton ya mallaka daga baya.
Fannonin ƙwarewa na O'Shaughnessy sun haɗa da nazarin hannun jari mai yawa, gudanar da fayil, yanke shawara kan bincike, da samfuran saka hannun jari . Ya rubuta littattafai da dama waɗanda ke amfani da bayanan Standard & Poor's Compustat don samar da cikakken nazarin adadi na aikin kasuwar hannun jari . An ba O'Shaughnessy haƙƙin mallaka na Amurka da dama saboda dabarun saka hannun jarinsa kuma Forbes.com ta amince da shi a matsayin fitaccen mai saka hannun jari. [1]
Rayuwar farko da ilimi
[gyara sashe | gyara masomin]An haifi James P. O'Shaughnessy kuma ya girma a Saint Paul, Minnesota, inda ya halarci Kwalejin Saint Thomas tun yana ƙarami. Sha'awarsa ga kasuwar hannayen jari ta fara ne tun yana ƙarami lokacin da ya fara bin diddigin halaye da aka saba gani a cikin kamfanoni 30 a cikin ma'aunin hannun jari na Dow Jones Industrial Average . Bayan ya yi karatun tattalin arziki na ƙasa da ƙasa da diflomasiyyar kasuwanci a Makarantar Ayyukan Ƙasashen Waje ta Jami'ar Georgetown, O'Shaughnessy ya kammala karatun digiri na farko a fannin tattalin arziki daga Jami'ar Minnesota a shekarar 1986. [2]
O'Shaughnessy ya ci gaba da amfani da bincikensa na kasuwar hannayen jari, kuma a shekarar 1994, an buga littafinsa na farko, Invest Like the Best, sannan aka buga bugu na farko na What Works on Wall Street a shekarar 1997, How to Retire Rich a shekarar 1998, da kuma Hasashen Kasuwannin Tomorrow a shekarar 2006.
Sana'a
[gyara sashe | gyara masomin]Asusun haɗin gwiwa
[gyara sashe | gyara masomin]O'Shaughnessy ya fara asusunsa na haɗin gwiwa da sunan Cornerstone Growth da Cornerstone Value a shekarar 1996.
A shekarar 1997, Bankin Royal na Kanada (RBC) ya ƙaddamar da asusun haɗin gwiwa na RBC O'Shaughnessy ga masu zuba jari na Kanada. A halin yanzu, akwai asusun haɗin gwiwa guda bakwai a cikin iyalin asusun RBC O'Shaughnessy.
Kamfanin Gudanar da Babban Birnin O'Shaughnessy
[gyara sashe | gyara masomin]Bayan kammala karatunsa, O'Shaughnessy ya yi aiki a wani kamfanin jari na iyali. A wannan lokacin, wani abokin aikinsa wanda ke cikin kwamitin gudanarwa tare da O'Shaughnessy a St. Paul Chamber Orchestra ya gane sha'awarsa ga binciken adadi. Abokin aikinsa ya ba da shawarar cewa binciken O'Shaughnessy zai iya dacewa da tsarin fansho. A shekarar 1988, O'Shaughnessy ya fara O'Shaughnessy Capital Management, Inc. kuma ya fara tuntubar manyan asusun fansho da gidauniya. [1]
Netfolio
[gyara sashe | gyara masomin]A shekarar 1999, O'Shaughnessy ya kafa Netfolio, Kamfanin Asusun Kai, don bai wa masu zuba jari damar gina fayil ɗinsu daban-daban ta intanet. [3] An rufe kamfanin a shekarar 2001. [4] A matsayin wani ɓangare na mayar da hankali kan "kudaden sirri", O'Shaughnessy Capital Management ta sayar da dangin asusun haɗin gwiwa ga Hennessy Advisors a watan Yunin 2000. [5]
Gudanar da Kadarorin Bear Stearns
[gyara sashe | gyara masomin]A shekara ta 2001, O'Shaughnessy da tawagarsa daga O'Shaughnessy Capital Management sun koma Bear Stearns Asset Management (BSAM), inda O'Shaughnessy ya kasance babban darakta kuma babban darektan Systematic Equity.
Gudanar da Kadarorin O'Shaughnessy
[gyara sashe | gyara masomin]A shekara ta 2007, O'Shaughnessy ya cimma yarjejeniya da Bear Stearns don ya juya ƙungiyar Systematic ɗinsa daga BSAM don kafa O'Shaughnessy Asset Management, LLC. [6] Franklin Templeton ne ya sayi O'Shaughnessy Asset Management a shekara ta 2021. [7] Daga baya O'Shaughnessy ya sanar da cewa zai yi ritaya a ƙarshen 2022. [7]
O'Shaughnessy Ventures
[gyara sashe | gyara masomin]A watan Janairun 2023, O'Shaughnessy ya ƙaddamar da aikinsa na sha'awa wanda ya bayyana kansa, O'Shaughnessy Ventures, wani "kamfanin kirkire-kirkire wanda ke zaburar da masu ƙirƙira". O'Shaughnessy Ventures ya mayar da hankali kan takamaiman fannoni 4: Kasadar Infinite, Fina-finai Infinite, Kafafen Yaɗa Labarai na Infinite, da kuma Shirin O'Shaughnessy Fellowships. [8]
Baya ga babban jarin da O'Shaughnessy Ventures ta zuba a cikin Stable Ai, sauran manyan jarin da O'Shaughnessy Ventures ta zuba sun hada da Positive Sum, Chaotic Capital, Permanent Equity, Makarantar Anchorless Bangladesh, Prefect, Synthesis School, Tamanin da Bakwai Babban Birnin Tarayya, Farkon Ɗan Kasuwa, da Tsani. [8]
Rayuwa ta sirri
[gyara sashe | gyara masomin]O'Shaughnessy ya auri matarsa Melissa a watan Agusta na 1982. O'Shaughnessy yana da 'ya'ya uku da jikoki biyar.
A shekarar 1991, ya ƙaura da iyalinsa zuwa Greenwich, Connecticut, don su kasance kusa da yankin New York, inda mafi yawan kasuwancinsa yake.
O'Shaughnessy tsohon shugaban kwamitin gudanarwa na Chamber Music Society of Lincoln Center kuma a halin yanzu yana aiki a matsayin shugaban kamfen na babban birnin CMS. Shi ma memba ne na kwamitin amintattu na Common Good. A watan Satumba na 2022, O'Shaughnessy ya shiga kwamitin gudanarwa na Stability AI a matsayin shugaban zartarwa.
Littattafan tarihi
[gyara sashe | gyara masomin]Littattafan da suka rubuta
[gyara sashe | gyara masomin]- Zuba Jari Kamar Mafi Kyau: Amfani da Kwamfutarka Don Buɗe Sirrin Manyan Manajan Kuɗi, 1994, McGraw-Hill . .
- Yadda Ake Ritaya Mai Arziki: Dabaru Masu Gwaji Na Lokaci Don Kayar Da Kasuwa Da Kuma Janyewa Cikin Salo, 1998, Broadway Books . ISBN 0-7679-0072-3 .
- Abin da ke Aiki a Wall Street: Jagora ga Mafi Kyawun Dabaru na Zuba Jari na Kowane Lokaci, Buga na 3, 2005, McGraw-Hill . ISBN 0-07-145225-7 . (Bugu na 1, 1997, ; Bugu na Biyu, 1998, )
- Hasashen Kasuwannin Gobe: Dabarun Zuba Jari Mai Sabani ga Shekaru Ashirin Masu Zuwa, 2006, Penguin Group . ISBN 1-59184-108-9 .
Sharhi wanda marubucin ya rubuta
[gyara sashe | gyara masomin]- "Damar Zamani." Yahoo! Finance, Maris 17, 2009.
- "Nasarar Zuba Jari a Hannun Jari Mai Aiki Yana da Wuya: Ga Halaye Bakwai da Na Yi Imani Ana Bukatar Masu Zuba Jari Masu Aiki Su Ci Nasara a Tsawon Lokaci." Yahoo! Finance, Maris 13, 2017.
- "Abin da ke Aiki a Wall Street." Tattaunawa a Google, Maris 21, 2017 (An Buga Afrilu 5, 2017).
Littattafai game da
[gyara sashe | gyara masomin]Duba kuma
[gyara sashe | gyara masomin]- Gudanar da Kadarorin RBC
- Gudanar da Kadarorin Bear Stearns
Manazarta
[gyara sashe | gyara masomin]- ↑ 1.0 1.1 Empty citation (help) Cite error: Invalid
<ref>tag; name ":0" defined multiple times with different content - ↑ "Franklin Templeton Completes Acquisition of O'Shaughnessy Asset Management, a Leading Custom Indexing Provider Through Its". Bloomberg.com (in Turanci). 2022-01-04. Retrieved 2023-02-14.
- ↑ "Franklin Templeton Completes Acquisition of O'Shaughnessy Asset Management, a Leading Custom Indexing Provider Through Its". Bloomberg.com (in Turanci). 2022-01-04. Retrieved 2023-02-14.
- ↑ "Franklin Templeton Completes Acquisition of O'Shaughnessy Asset Management, a Leading Custom Indexing Provider Through Its". Bloomberg.com (in Turanci). 2022-01-04. Retrieved 2023-02-14.
- ↑ Lilla Zuill (October 5, 2007). "Bear Stearns manager leaving with strategy intact". Reuters. Retrieved 2010-03-10.
- ↑ "Franklin Templeton Completes Acquisition of O'Shaughnessy Asset Management, a Leading Custom Indexing Provider Through Its". Bloomberg.com (in Turanci). 2022-01-04. Retrieved 2023-02-14.
- ↑ 7.0 7.1 Schmitt, Will (2022-06-09). "Jim O'Shaughnessy to retire at year's end". Citywire.
- ↑ 8.0 8.1 "O'Shaughnessy Ventures". Retrieved 2023-01-23. Cite error: Invalid
<ref>tag; name ":2" defined multiple times with different content