About
Claire M. Noel, CFA, serves as Principal, Director of Research, and Portfolio Manager at O'Shaughnessy Asset Management (OSAM). In her leadership roles, she is responsible for overseeing research initiatives, managing investment portfolios, and helping set firmwide investment strategies. Noel focuses primarily on quantitative equity strategies, with expertise across domestic and international equities—including market leaders, small and micro-cap value stocks, and enhanced dividend strategies.
With a career spanning multiple senior positions, Noel joined OSAM after previously holding key roles, including Principal at Turner Investments and a position at AJO, both well-regarded investment advisory firms. Her insights have been highlighted in financial publications, with notable contributions to emerging markets research and equity valuation perspectives.
Noel holds a degree from the University of Pennsylvania and is a CFA charterholder, bringing rigorous analytical skills and deep market knowledge to her work. Her experience and research contributions have positioned her as a leading figure in quantitative equity management, with a particular focus on systematically managed equity portfolios.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| O'Shaughnessy Asset Management | Principal | Nov 2024 to Present | — |
| O'Shaughnessy Asset Management | Director of Research | Nov 2023 to Present | — |
| O'Shaughnessy Asset Management | Portfolio Manager | Jun 2021 to Present | — |
| AJO | Partner | Dec 2017 to May 2021 | — |
| AJO | Associate | Mar 2012 to Dec 2017 | — |
| Turner Investment Partners | Quantitative Analyst, Principal | Jul 2009 to Mar 2012 | — |
Education
University of Pennsylvania
2010 — 2012
Dartmouth College
2005 — 2009
Blair Academy
2002 — 2005
Episcopal Academy
1992 — 2002
Skills & Expertise
Others at O'shaughnessy Asset Management, LLC (10)
| Name | Role | Location |
|---|---|---|
| Associate Research Analyst | Garden City, ID , United States | |
| Client Portfolio Manager | CA , United States | |
| Trader | New York, NY , United States | |
| Vice President -Portfolio Implementation | Stamford, CT , United States | |
| Principal | New York, NY , United States | |
H Haoqi Zhang | Research Analyst, Vice President | New York, NY , United States |
I Iris Williams | VP and Sr. Portfolio Manager | San Francisco, CA , United States |
| Associate Portfolio Manager | New York, NY , United States | |
| Associate Portfolio Manager | Chicago, IL , United States | |
| Research Analyst | Cromwell, CT , United States |