Chris Loveless
President @O\'shaughnessy Asset Management
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WORK HISTORY
President @O\'shaughnessy Asset Management
Stamford, CT, US
OSAM is a long-only equity quantitative money manager serving institutions and advisers of high net worth investors. Our strategies span large value, large growth, smid growth, small value and growth, micro cap, International, Global and Canadian strategies. We are factor experts building portfolios of characteristics designed to produce alpha for our clients - which includes ourselves.My responsibilities include oversight of sales, marketing, operations, technology, performance reporting, compliance and finance.
EDUCATION
Texas Tech University
BA
ABOUT CHRIS LOVELESS
Chris Loveless serves as the President of OSAM. Prior to joining the firm, Chris was a Managing Director/Principal at Bear Stearns Asset Management (BSAM) where he was responsible for the Third-party Platform business. Having joined BSAM along with Jim O\'Shaughnessy in 2001, Chris grew Platform assets from $500 million to over $25 billion during his tenure. Prior to joining BSAM, he was a Vice President and National Sales Manager for Mutual Funds and Separate Accounts with Netfolio, Inc, formerly known as O\'Shaughnessy Capital Management. From 1994 to 1997, he was a Marketing Manager specializing in retirement plans for Merrill Lynch & Co. He joined Merrill Lynch as a member of the JET program in 1994. Chris holds a B.A. in Advertising from Texas Tech University. Chris is a Past President of the Texas Tech Alumni Association National Board and lives in Greenwich, Connecticut with his wife and four daughters Specialties: Our firm aims to deliver alpha from our disciplined, quantatitive strategies that are all based on research published by James P. O\'Shaughnessy.
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