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Calm on the Surface, Steady as She Goes?
by Ehren Stanhope of Franklin Templeton, 10/23/26

Markets look calm on the surface, but AI-driven shifts in capital allocation, earnings quality, and funding needs are reshaping risks and opportunities beneath the index level.

Before You Implement Tax-Aware Long-Short: Five Things Every Advisor Should Know
by Ehren Stanhope of Franklin Templeton, 7/18/26

Tax-aware long-short strategies are no longer the exclusive domain of institutional investors. As separate account delivery has expanded access, more advisors are asking whether tax-aware long-short belongs in their clients’ portfolios. Here are five practical considerations to help you decide.

Stocks You Shouldn't Own
by Travis Fairchild, Chris Meredith, Patrick O'Shaughnessy, Ehren Stanhope of O'Shaughnessy Asset Management, 2/9/16
Active management has two potential advantages versus an index. The first advantage is the one that most people think of: active stock selection. But this paper instead focuses on the second potential advantage: active stock elimination, or identifying stocks not to own in the portfolio. While owning strong performers is the most obvious source of excess returns versus a benchmark, the stocks that are in an index but not in an active portfolio often explain as much of the active portfolio’s relative returns.

The Case for Global Dividends: Valuations and the Impact of Rising Rates
by Ehren Stanhope of O'Shaughnessy Asset Management, 8/16/13
The S&P 500 Index has risen over 150 percent since March 9, 2009 in what could arguably be deemed the most hated equity rally of all time. The MSCI All Country World Index, one of the broadest global indices, has risen just 110 percent since its March 2009 nadir. Evidence indicates that United States (U.S.) investors have not participated in this rallya truly sad state of affairs. It is worthy of noting that over the last several years a number of well known market pundits have viscerally rejected the equity rally due to macroeconomic concerns.

Expanding Horizons: The Most Difficult Environment for Generating Income in 140 Years
by Ehren Stanhope, Travis Fairchild of O'Shaughnessy Asset Management, 1/30/13
In the most difficult environment for generating income in 140 years, we survey the landscape of income-generating options, review lessons from the previous bond Bear Market, and demonstrate why we believe global, dividend-paying equities deserve a prominent role in investor portfolios.

Stocks, Bonds, and the Efficacy of Global Dividends
by Ehren Stanhope, CFA of O'Shaughnessy Asset Management, 3/30/12
First, we look at the prospects for the two assets classes that comprise a majority of investors portfolios: stocks and bonds. Second, we review one of the most tried-and-true investment strategies that has been a part of the investment lexicon since the beginning of the modern investment era: dividends. But we do so with a caveat global dividends. Finally, we review the results of two strategies back to 1977 to demonstrate the applicability of our approach. We think you will find the results both eye opening and compelling.
6 results found.