“The Currency”: Gerard O’Reilly on His Route to Leading Dimensional
The Irish publication The Currency recently wrote a feature on Dimensional Co-CEO and Co-CIO Gerard O’Reilly, diving into his background, his journey to leadership at the firm, and his take on the impact current events have on investing. A native of Waterford, Ireland, O’Reilly met with the media outlet in between client visits during a trip to his home country.
O’Reilly completed a degree in theoretical physics at Trinity College Dublin and earned his doctorate in aeronautics from the California Institute of Technology. He was later drawn to Dimensional because of its research focus and deep connections with leading academics.
In the article, O’Reilly spoke of joining the firm when the Research department was made up of just four people—it now includes more than 100—and climbing the ranks to Co-CIO and Co-CEO. He talked about working at Dimensional during the 2008 financial crisis, explaining how the firm was able to increase its assets under management during a time when other firms were seeing significant outflows.
He also spoke about how investors can think about the impact of current world events, including trade wars and tariffs, on their investments. “What we generally advocate is to choose a risk profile and asset allocation that matches you. There will be times when you have disappointing returns, and times when returns are strong. But you have to be disciplined above all else. Don’t make rash decisions, stick to the course. That’s a view on investing that I think will serve investors well,” he said.
Read the full article here.
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