Gerard O’Reilly

Gerard O'Reilly, Co-CEO and CIO of Dimensional Fund Advisors, talks about the firm's research-based culture and rules-based approach to investing. He discusses risk assessment, factor tilted portfolios, operating profitability, and the value of combining multiple metrics. He also highlights the benefits of including small-cap stocks in portfolios and the changes in Dimensional portfolios over the past decade. Gerard's scientific learnings inform his unique portfolio adjustments and Dimensional's integrated approach.