How advisors can benefit from tax-smart strategies

Chris Loveless, President of O'Shaughnessy Asset Management, tells INTV why he's a quant at heart and explains how his approach can bolster portfolios.
  • Dec 12, 2025

Chris Loveless, President of O'Shaughnessy Asset Management, speaks to INTV at Schwab IMPACT 2025. He lifts the lid on his firm's process, says they are quants at heart, and explains how his approach can boost portfolios.

 

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