Sean McCaffrey

O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and wealth management firm headquartered in Stamford, Connecticut. The firm was founded by James (Jim) O'Shaughnessy in 2007 and became a subsidiary of Franklin Resources, Inc. (NYSE: BEN) in 2022. OSAM delivers a broad range of equity portfolios to individual investors, institutional investors and the high net-worth clients of financial advisers. They also manage mutual funds in the US as well as serving as a sub-adviser to a family of Canadian mutual funds through Royal Bank of Canada.

LSV Asset Management (LSV) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded in 1994 by Josef Lakonishok, Andrei Shleifer and Robert Vishny. They are affiliated with SEI Investments Co. (SEI) (NASDAQ: SEIC), because SEI Funds, Inc., a wholly-owned subsidiary of SEI, owns a minority interest in LSV. LSV provides discretionary investment management services in portfolios of publicly traded global equity securities to a variety of institutional investors and commingled investment funds.