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The Long View

Gerard O’Reilly: Control for the Unexpected, Focus on the Expected

Jan 27, 2021 · 56 min · Episode 94 · 53.8 MB
0:00-56:05

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Our guest this week is Gerard O'Reilly. Gerard is co-CEO and chief investment officer of Dimensional Fund Advisors, an asset manager headquartered in Austin, Texas, that manages more than $600 billion using a systematic investing approach. In his role, Gerard works with his co-CEO, Dave Butler, to set the firm's vision and strategy while also overseeing its investment processes. Prior to assuming his current post, Gerard was Dimensional's head of research. In addition to serving as a Dimensional director, Gerard co-chairs the firm's Investment Research Committee and is a member of its Investment Committee. Gerard obtained his doctorate in aeronautics from the California Institute of Technology and his master's degree in high-performance computing from Trinity College, Dublin.

Background

Bio

“Dimensional Eyes the Fund Sector’s Trillion-Dollar Club,” by Owen Walker, thefinancialtimes, March 31, 2019.

ETF Launch

“Dimensional Fund Advisors Significantly Expands ETF Offering,” dimensional.com, Nov. 17, 2020.

“Dimensional Investing in an Active ETF Structure,” dimensional.com, Nov. 17, 2020.

“Dimensional Funds ETFs Launch as Quant Plans to Convert Mutual Funds,” by Claire Ballentine, Bloombergquint, Nov. 19, 2020.

“Why Dimensional Fund Advisors Is Converting Six of its Mutual Funds to the ETF Format,” by Lizzy Gurdus, cnbc.com, Dec. 1, 2020.

Innovation, Value, and Return

“Market Beaters: A Different Dimension,” by Beverly Goodman, barrons.com, Jan. 6, 2014.

“3 Shades of Value,” by Daniel Sotiroff, Morningstar.com, Sept. 26, 2018.

“Robert Merton on Financial Innovation,” by Robert C. Merton, dimensional.com, June 24, 2019.

“The Real Reason Value Has Been Lagging Growth,” by Julie Segal, institutionalinvestor.com, Oct. 24, 2019.

“Tesla’s Charge Reveals Weak Points of Indexing,” dimensional.com, Jan. 15, 2020.

“Untangling Intangibles,” by Savina Rizova and Namiko Saito, dimensional.com, Sept. 28, 2020.

“An Exceptional Value Premium,” dimensional.com, Oct. 5, 2020.

“Securities Lending Fees as a Short-Term Driver of Stock Returns,” by Kaitlin Simpson Hendrix and Gavin Crabb, dimensional.com, Nov. 11, 2020.

ESG

“Sustainability Report,” dimensional.com, Dec. 31, 2020.

“Burton Malkiel: ‘I Am Not a Big Fan of ESG Investing,’ ” The Long View podcast with Christine Benz and Jeff Ptak, Morningstar.com, Aug. 5, 2020.

“Dimensional Finds ‘Little Evidence’ Emissions Are Linked to Expected Returns,” by Christine Idzelis, institutionalinvestor.com, Oct. 22, 2020.


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