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Title: What works in Canada
Review: Some of the reviews comment on the difficulty in using O'Shaughnessy's approach to pick individual stocks. In Canada, this problem is solved by the availability of three mutual funds using O'Shaughnessy's method. These funds are managed by James O'Shaughnessy/Bear Stearns and sold in Canada by RBC (Royal Bank of Canada).Each of the three funds have far exceeded the underlying index on which they are based (S&P 500 and S&P/TSX Composite Index). For example, the O'Shaughnessy US Value Fund had a compound annual growth rate of 5.5% for the five year period ending May 31, 2004. The O'Shaughnessy US Growth Fund return for the same period was 11.6%. Lastly, the O'Shaughnessy Canadian Equity Fund return was 13.6%. These returns are hard to argue with. Set your search engine to look for "rbc o'shaughnessy" if you are interested in the details.
