Inc. and began consulting large pension funds and foundations. Netfolio In 1999, O'Shaughnessy started Netfolio, The Personal Fund Company, to offer individual investors the ability to build their own diversified portfolio over the internet. The company was closed in 2001. As part of Netfolio's concentration on “personal funds,” O’Shaughnessy Capital Management sold its mutual fund family to Hennessy Advisors in June 2000. Bear Stearns Asset Management In 2001, O’Shaughnessy and his team from O’Shaughnessy Capital Management moved to Bear Stearns Asset Management (BSAM), where O’Shaughnessy served as a Senior Managing Director and the executive director of Systematic Equity. O’Shaughnessy Asset Management In 2007, O’Shaughnessy reached an agreement with Bear Stearns to spin his Systematic team out of BSAM to form O’Shaughnessy Asset Management, LLC. O'Shaughnessy Asset Management was acquired by Franklin Templeton in 2021. O'Shaughnessy later announced that he'd retire at the end of 2022. O’Shaughnessy Ventures In January 2023, O'Shaughnessy launched his self-described passion project, O'Shaughnessy Ventures, a "creative company that inspires creators". O’Shaughnessy Ventures focuses on 4 specific areas: Infinite Adventures, Infinite Films, Infinite Media, and the O’Shaughnessy Fellowships program. In addition to its flagship investment into Stability Ai, O’Shaughnessy Ventures' other key investments include Positive Sum, Chaotic Capital, Permanent Equity, Anchorless Bangladesh, Prefect, Synthesis School, Eighty-Seven Capital, Entrepreneur First, and Ladder. Personal life O’Shaughnessy married his wife Melissa in August 1982. O’Shaughnessy has 3 children and 4 grandchildren. In 1991, O'Shaughnessy moved his family to Greenwich, Connecticut, to be closer to the New York area, where most of his business was located. Bibliography Books authored by Invest Like the Best: Using Your Computer to Unlock the Secrets of the Top Money Managers, 1994, McGraw-Hill. . How to Retire Rich: Time-Tested Strategies to Beat The Market and Retire in Style, 1998, Broadway Books. . What Works on Wall Street: A Guide to the Best-Performing Investment Strategies of All Time, 3rd Edition, 2005, McGraw-Hill. . (1st Edition, 1997, ; 2nd Edition, 1998, ) Predicting the Markets of Tomorrow: A Contrarian Investment Strategy for the Next Twenty Years, 2006, Penguin Group. . Commentary authored by “A Generational Opportunity.” Yahoo! Finance, March 17, 2009. “Successful Active Stock Investing is Hard: Here are Seven Traits that I Believe are Required for Active Investors to Win in the Long Term.” Yahoo! Finance, March 13, 2017. “What Works on Wall Street.” Talks at Google, March 21, 2017 (Published April 5, 2017). Books about See