The Evidence-Based Investor

No sales agenda. No marketing spin. Just the evidence.

Gerard O’Reilly: How investors should view today’s markets (2/2)

Posted by Robin Powell on February 5, 2018

There’s been a big response to Part 1 of my interview with Dr Gerard O’Reilly, the new Co-CEO of Dimensional Fund Advisors. In it he explained how everything Dimensional does is underpinned by empirical research, and how tilting towards size, value and profitability premiums should, over time, deliver market-beating returns. The problem, of course, is […]

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The Dimensional approach: an interview with Gerard O’Reilly (1/2)

Posted by Robin Powell on January 31, 2018

One of the best things about this job is getting to meet some of the smartest people in the world of finance, and they don’t come much smarter than Dr Gerard O’Reilly. After earning a doctorate in Aeronautics and Applied Mathematics from the California Institute of Technology, he joined Dimensional Fund Advisors as a Research […]

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Over to you, Chris Cummings

Posted by Robin Powell on January 26, 2018

If you didn’t listen to In Business on BBC Radio 4 last night, you really should catch up with it. The programme’s called The Transparency Detectives, and it’s available for download via the In Business podcast page. Lesley Curwen and her team should be congratulated on a thorough investigation of the issues around investment fees and charges, […]

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Fee reductions mean nothing when you can index for 1/12th of the cost

Posted by Robin Powell on January 23, 2018

A new, long-form interview with Jack Bogle has just gone online, and, like all Bogle interviews, it’s worth reading. The interview was conducted by Lawrence Siegel, who is is the Gary P. Brinson director of research at the CFA Institute Research Foundation, a senior adviser to OCP Capital LLC, and an independent consultant, writer, and […]

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