RBC O'Shaughnessy Funds
Renowned Money Manager. Disciplined Strategies. Proven Results.
Founded on the research of Jim O'Shaughnessy, a pioneer and leader in the field of quantitative stock market analysis, the RBC O'Shaughnessy Funds are a solid group of core funds that offer a range of choices to meet your needs:
What makes these funds unique is their disciplined, systematic and consistent approach to security selection, applied year after year, through all types of markets. With clearly defined and transparent investment strategies, these funds are designed for long-term investment success.
Features and Benefits of All RBC O'Shaughnessy Funds
All of the RBC O'Shaughnessy Funds offer:
- The expertise of a renowned money manager with over 20 years of industry experience, and 10 years running quantitative strategies in Canada
- A consistent and time-tested approach to security selection, applied year after year, through all types of markets
- Clearly defined and transparent investment strategies designed for long-term investment success
- A strict sell discipline-holdings are rebalanced annually and securities that no longer meet the criteria are replaced with securities that do
- A low minimum investment of $500 for registered plans and $1,000 for non-registered plans
- Competitive management fees
The O'Shaughnessy Approach
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Observing common investor behaviour led Jim to develop his methodical approach to picking securities. He noticed that individual investors tended to make emotional decisions based on short-term events. This often led investors to focus on the wrong things, buying overvalued investments and ignoring undervalued opportunities.
Based on this observation, O'Shaughnessy began examining historical stock price patterns to understand how investors could avoid repeating these mistakes. His goal was to identify quantitative characteristics shared by companies that outperformed over the long term.
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"The objective of the RBC O'Shaughnessy Funds is to provide investors with strong results over the long term. We know there will be individual years when we are not the top-performing funds, but we are confident that our strategies will continue to deliver excellent results to investors over time."
- Jim O'Shaughnessy 
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Jim began by isolating characteristics that correlated closely with rising share prices. He then grouped these characteristics into two categories: value and growth, which formed the basis for his investment strategies.
The RBC O'Shaughnessy Funds are managed by the consistent and disciplined implementation of these strategies, which have been tested over various market cycles. The strategies combine the merits of active stock selection with the patience and consistency of passive investing in a disciplined approach. Using historical stock market data, factors associated with superior long-term performance are applied to select individual stocks for the RBC O'Shaughnessy Funds. It is this approach to stock selection that differentiates RBC O'Shaughnessy Funds from their competitors.
Since the RBC O'Shaughnessy Funds were launched in 1997, these time-tested strategies and the disciplined investment approach have gained the respect of investors and advisors alike.
Take the next step…talk to your advisor.
To learn more about the RBC O'Shaughnessy Funds, please contact your advisor. Or, if you're ready, explore the options available to invest now.
