Profile
Ms. Claire M.
Noel, CFA, is a Principal, Director of Research & Portfolio Manager at O'Shaughnessy Asset Management LLC.
(OSAM) She is responsible for overseeing OSAM’s quantitative research efforts, which includes optimization processes and risk modeling.
Prior to joining the firm, Ms. Noel was a Partner at AJO Partners, an institutional investment manager based in Philadelphia, PA. At AJO, she served as a senior member of the portfolio management and quantitative research teams responsible for building diversified, value-oriented portfolios of U.S.
and international equities.
In addition, she co-led the firm’s incorporation of ESG principles into the investment process.
Prior to that, Ms. Noel was an Analyst & Principal at Turner Investments, an Investment Manager based in Berwyn, PA. At Turner, she served as Lead Analyst for the Quantitative Income Fund among other responsibilities.
She holds a B.A. in Engineering Sciences from Dartmouth College and a M.S.
in Computer and Information Science from the University of Pennsylvania.
She is also a CFA charterholder.
Claire McConnell Noel active positions
| Companies | Position | Start |
|---|---|---|
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance OSAM believes in the value of applying empirical, fundamental research to uncover the best quantitative stock selection strategies. They employ proprietary, quantitative equity analysis and select stocks based on long-term, empirical evidence. The firm seeks to invest in stocks that are selling at a discount but showing good potential for growth. | Director of Research - Equity | 31/10/2023 |
Training of Claire McConnell Noel
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| Private companies | 3 |
|---|---|
Dartmouth College
Dartmouth College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Pennsylvania
University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance OSAM believes in the value of applying empirical, fundamental research to uncover the best quantitative stock selection strategies. They employ proprietary, quantitative equity analysis and select stocks based on long-term, empirical evidence. The firm seeks to invest in stocks that are selling at a discount but showing good potential for growth. | Finance |
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