Patrick OShaughnessy: Investment manager evaluation goes beyond thesis and track record

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14.07.2026

Patrick OShaughnessy: Investment manager evaluation goes beyond thesis and track record — Evaluating managers beyond thesis

Patrick OShaughnessy discusses an approach to evaluating new investment managers that extends beyond traditional focus areas. According to OShaughnessy, it is common for investors to overemphasize investment theses and track records while underestimating personal factors related to fund managers.

He points out that whether a manager is optimistic or concerned about the scale of their fund can reveal important insights for underwriting decisions.

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OShaughnessy has previously highlighted how Jeremy Giffon values simplicity in top investment ideas. He has also shared insights from Paul Tudor Jones on trend investing and Warren Buffett's strategy. These perspectives provide additional context to his broader investment approach.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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