The decade-long onslaught inflicted by growth stocks on value investors is due to end, according to Gerard O’Reilly. But the data is too “noisy” for him to say when that will happen.
O’Reilly is the CIO and co-CEO of Dimensional Fund Advisors. Dimensional is the leader in factor-based or “structured” investing. It is a 40-year-old firm with 1,400 employees and 13 offices globally. It has $600 billion under management, most of which is in equities with 20% in bonds.
He was interviewed via webinar on January 21 by Alex Shahidi and Damien Bisserier, who are the managing partners and co-chief investment officers at Evoke Advisors and ARIS Consulting, a Los Angeles-based asset manager, as part of its master speaker series.
I’ll discuss O’Reilly’s predictions for value investors, but first let’s review his background and what he said about Dimensional’s strategy and positioning.
10635 Santa Monica Blvd, #240,
Los Angeles, CA 90025
By clicking on any of the links on this webpage you will be leaving the Evoke/ARIS website. These links may contain information concerning investments, products or other information. Evoke/ARIS is not responsible for the accuracy or completeness of information on non-affiliated websites and does not make any representation regarding the advisability of investing in any investment product or vehicle. Importantly, Evoke/ARIS is not compensated for linking you to any non-affiliated website. The material available on non-affiliated websites has been produced by entities that are not affiliated with Evoke/ARIS. Descriptions of, references to, or links to products or publications within any non-affiliated linked website does not imply endorsement or recommendation of that product or publication by Evoke/ARIS. Any opinions or recommendations from non-affiliated websites are solely those of the independent providers and are not the opinions or recommendations of Evoke/ARIS, which is not responsible for any inaccuracies or errors.
THIS INFORMATION IS NOT AN OFFER TO BUY OR A SOLICITATION TO SELL ANY SECURITY OR INVESTMENT PRODUCT. SUCH AN OFFER OR SOLICITATION IS MADE ONLY BY THE SECURITIES’ OR INVESTMENT PRODUCTS’ ISSUER OR SPONSOR THROUGH A PROSPECTUS OR OTHER OFFERING DOCUMENTATION.