Bridgewater Associates
U.S. based investment management firm
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| 2024 | Bridgewater's assets under management reached $123.5 billion, ranking second in hedge fund AUM behind Man Group's $138.4 billion. |
| January 2024 | Bridgewater's first Chinese investment product, Bridgewater All Weather China Private Fund Number 1, grew to $5.5 billion. |
| 2023 | A New York Times investigative report, based on Rob Copeland's book, questioned the sophistication of Bridgewater's investment system, suggesting the fund's investments are primarily based on Ray Dalio's personal picks and connections with government actors. |
| 2023 | Bridgewater maintained its top ranking in hedge fund AUM with approximately $124 billion in assets under management. |
| March 2023 | Nir Bar Dea became the sole CEO of Bridgewater Associates, taking over leadership of the hedge fund. |
| 2022 | Bridgewater's Pure Alpha II fund posted a 32% return in the volatile first half of the year, finishing with $126.4 billion in assets under management. |
| January 2022 | Nir Bar Dea and Mark Bertolini were announced as new co-CEOs of Bridgewater Associates. |
| December 2021 | After 11 months of poor performance, Bridgewater posted a 7.8% return, its best annual performance since 2018. |
| 2020 | Bridgewater reported significant losses of $12.1 billion due to COVID-19 market volatility, with Pure Alpha II fund losing 18.6%. |
| December 2019 | Bridgewater announced that Eileen Murray would step down as co-CEO in 2020, leaving David McCormick as the sole CEO. |
| 2018 | Wharton Professor Adam Grant published a podcast featuring a Bridgewater manager to illustrate the firm's radical transparency practices. |
| October 2018 | Bridgewater launched its first Chinese investment product, Bridgewater All Weather China Private Fund Number 1. |
| June 2018 | Bridgewater Associates was granted permission to develop and market domestic investment products to qualified investors in China. |
| June 2018 | Bridgewater announced it would change its corporate structure to become a partnership. |
| 2017 | Dalio published a revised version of 'Principles' titled 'Principles: Life & Work', which became a New York Times best seller. |
| 2017 | Bridgewater Associates had grown to 1,500 employees. Jon Rubinstein left the company after 10 months. |
| 2017 | Ray Dalio retired as co-CEO of Bridgewater Associates. |
| September 2017 | Bridgewater announced plans to launch an investment fund in China with government approval. |
| April 2017 | Ray Dalio gave a TED talk about Bridgewater's corporate culture, attributing the firm's success to identifying the best ideas. |
| 2016 | A Bridgewater employee filed a complaint with the Connecticut Commission on Human Rights and Opportunities, alleging a workplace environment of fear and intimidation. |
| 2016 | Bridgewater removed Greg Jensen as co-CEO and hired Jon Rubinstein. |
| 2013 | James Comey concluded his role as Bridgewater's general counsel. |
| 2011 | New York magazine dubbed Bridgewater the 'largest and indisputably weirdest hedge fund' due to its commitment to total honesty and accountability. |
| 2011 | Ray Dalio relinquished his CEO title and transitioned to a 'mentor' role. |
| 2010 | James Comey began serving as Bridgewater's general counsel. |
| November 2010 | Bridgewater founded the $10 billion Pure Alpha Major Markets fund, bringing total assets under management to over $100 billion. |
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