A Portfolio Manager's Journey to Greatness
Education Foundation
Where Dennis mastered the art of financial analysis, portfolio theory, and the delicate balance between risk and reward. Also where he learned that not all "bull markets" involve actual bulls.
Portfolio Manager | Current
Managing portfolios with the same care and attention that Heidi applies to guarding the treat jar. Dennis leverages cutting-edge financial science and systematic investment processes to help institutional investors and advisors pursue better outcomes.
Location Excellence
Based in the Queen City - America's second-largest banking center. Where financial expertise meets Southern hospitality, and where wiener dogs can enjoy year-round outdoor adventures (when not napping).
Headquartered in Austin, Texas, with 15 global offices across North America, Europe, and Asia Pacific.
$677 billion as of December 31, 2023. That's a lot of kibble for investment-savvy wiener dogs.
Guided by financial science and decades of academic research. Because investing shouldn't be based on gut feelings (unless you're a dachshund).
Integrating research insights with advanced portfolio design, management, and trading. Like a well-trained wiener dog, but for your investments.
Dimensional believes in the power of markets to set prices. Millions of participants buying and selling securities help drive prices toward fair value.
Spreading investments across many securities can reduce risks that have no expected return. Like not putting all your treats in one jar.
Academic research has identified factors that have driven differences in returns: company size, relative price, and profitability.
Translating research into real-world portfolios requires expertise in trading, portfolio design, and balancing tradeoffs. Dennis excels at this.
Or do you just want to see more pictures of Heidi? (We don't judge.)