Profile
Mr. Ashvin Viswanathan, CFA, is Principal & Portfolio Manager at O'Shaughnessy Asset Management LLC.
His responsibilities include investment strategy research and product development.
He is also responsible for generating new research to enhance investment strategies through stock selection, portfolio construction, and asset allocation.
On a daily basis, he reviews each of our models and approves them for trading.
Prior to joining the firm, Mr. Viswanathan was an Investment Research Analyst at Zephyr Management LP where he assisted in managing both benchmark aware and absolute return oriented emerging market strategies using a proprietary quantitative discipline.
Before joining Zephyr, he was a member of the global equity team as the senior portfolio engineer at Guardian Capital LP in Toronto, Canada.
He was responsible for R&D on the firm’s proprietary stock selection/risk platform as well as assisting in managing the various long, long-short, and dividend mandates run by the team.
He has over 11 years of industry experience.
He holds a Bachelor of Mathematics, Honors Computer Science degree from the University of Waterloo and a Master of Mathematical Finance degree from the University of Toronto.
He is also a Chartered Financial Analyst.
Former positions of Ashvin Viswanathan
| Companies | Position | End |
|---|---|---|
O'Shaughnessy Asset Management LLC
 O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and welath 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. | Analyst-Equity | 2016-10-09 |
Zephyr Management LP
 Zephyr Management LP Investment ManagersFinance Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York. | Corporate Officer/Principal | 2009-12-30 |
Guardian Capital LP
 Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Corporate Officer/Principal | 2008-07-30 |
Training of Ashvin Viswanathan
| The University of Waterloo | Undergraduate Degree |
| University of Toronto | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Zephyr Management LP
Zephyr Management LP Investment ManagersFinance Zephyr Management LP (Zephyr Management) is a private equity firm founded in 1994 by Thomas Barry. The firm is headquartered in New York. | Finance |
Guardian Capital LP
Guardian Capital LP Investment ManagersFinance Guardian Capital LP is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 1962 as GDN Management Ltd and changed their name to Guardian Capital, Inc. in 1987 and Guardian Capital LP in 2004. They are a subsidiary of Guardian Capital Group Ltd. (TSE: GCG). Guardian Capital provides fee-based investment supervisory services to investment funds (pooled funds and mutual funds), pension and profit sharing plans, charitable organizations, and other Canadian institutional investors. The firm offers similar services to US-based clients. | Finance |
O'Shaughnessy Asset Management LLC
O'Shaughnessy Asset Management LLC Investment ManagersFinance O'Shaughnessy Asset Management LLC (OSAM) is a SEC-registered investment advisor and welath 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. | Finance |
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