Humble Giants – Vanguard’s Gerry O’Reilly and Jim Rowley - [Invest Like the Best, EP.06]

Invest Like the Best with Patrick O'Shaughnessy

Colossus

Investing, Business, Technology

4.8 • 2.4K Ratings

🗓️ 18 October 2016

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

There is a good chance that this week’s guests manage your money. This episode is a rare and fascinating look into the world’s largest asset manager. My first guest is Gerry O’Reilly, who is the portfolio manager for the largest mutual fund in the world, and oversees more than $800 billion for Vanguard. My second guest is Jim Rowley, a Senior Investments Analyst with deep knowledge of indexing and ETF’s. The two provide incredible insight into some of the particulars that make Vanguard and its funds tick. Please enjoy!

For comprehensive show notes on this episode go to investorfieldguide.com/vanguard/

For more episodes go to InvestorFieldGuide.com/podcast.

Sign up for the book club, where you’ll get a full investor curriculum and then 3-4 suggestions every month at InvestorFieldGuide.com/bookclub

Follow Patrick on twitter at @patrick_oshag

Transcript

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0:00.0	Hello and welcome everyone, I'm Patrick O'Shaughnessy and this is Invest Like The Best.
0:08.6	This show is an open-ended exploration of markets, ideas, methods, stories, and of strategies
0:13.9	that will help you better invest both your time and your money.
0:17.2	You can learn more and stay up to date at InvestorFieldGuide.com.
0:24.6	Patrick O'Shaughnessy is a principal and portfolio manager at O'Shaughnessy Asset Management.
0:28.6	All opinions expressed by Patrick and podcast guests are solely their own opinions and do
0:32.5	not reflect the opinion of O'Shaughnessy Asset Management.
0:35.3	This podcast is for informational purposes only and should not be relied upon as a basis
0:39.2	for investment decisions.
0:40.5	Clients of O'Shaughnessy Asset Management may maintain positions in the securities discussed
0:44.2	in this podcast.
0:46.9	My guests today are Jerry O'Reilly and Jim Rowley.
0:50.5	Jerry oversees roughly $800 billion in assets for Vanguard, including their flagship total
0:55.5	market fund.
0:56.9	He does so quietly with great humility.
0:59.9	Jim is a senior investment analyst with Vanguard with deep knowledge of both indexing
1:03.8	and ETS.
1:05.4	I've always been impressed with Vanguard as an institution, so it was a blast diving into
1:09.2	some of the particulars that make the company and its funds tick.
1:13.1	For show notes on this episode, visit InvestorFieldGuide.com forward slash Vanguard.
1:18.6	And now please enjoy my conversation with Jerry O'Reilly and Jim Rowley.
1:22.5	All right, well, Jim and Jerry, thank you very much for doing this with me today.
	...

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