Posts Tagged ‘Dimensional Fund Advisor Articles’

Can The Traditional Indexing Approach Be Improved Upon?

Jordan Edwards, CFA, CFP® | June 15th, 2017 In last month’s blog, we explored the challenges faced by actively-managed equity funds and why so few manage to outperform their benchmark indices. The difficulty involved in overweighting stocks that outperform the broad market along with the hurdle rate of higher fees helps explain why less than 10% […]

Posted by Lars Phillips on June 13, 2017

Dimensional Fund Advisors’ Weston Wellington – A Vanishing Value Premium?

By Weston Wellington of DFA Value stocks underperformed growth stocks by a material margin in the US last year. However, the magnitude and duration of the recent negative value premium are not unprecedented. This column reviews a previous period when challenging performance caused many to question the benefits of value investing. The subsequent results serve […]

Posted by JP Osseward on February 1, 2016

Dimensional Fund Advisors’ Jim Parker – 2016: 10 Predictions to Count On

By Jim Parker of DFA The New Year is a customary time to speculate. In a digital age, when past forecasts are available online, market and media professionals find it harder to hide their blushes when their financial predictions go awry. But there are ways around that. The ignominy that goes with making bold forecasts […]

Posted by JP Osseward on January 22, 2016

Dimensional Fund Advisors’ Jim Parker – Second-Hand News

By Jim Parker of DFA Why don’t the media run more good news? One view is bad news sells. If people preferred good news, the media would supply it. But markets don’t see news as necessarily good or bad, rather in terms of what is already built into prices. One academic study appears to confirm […]

Posted by JP Osseward on December 17, 2015

Dimensional Fund Advisors’ Jim Parker – Unhealthy Attachments

By Jim Parker of DFA Have you ever made yourself suffer through a bad movie because, having paid for the ticket, you felt you had to get your money’s worth? Some people treat investment the same way. Behavioral economists have a name for this tendency of people and organizations to stick with a losing strategy […]

Posted by JP Osseward on October 27, 2015

Dimensional Fund Advisors’ Weston Wellington – Should Investors Sell After a “Correction”?

By Weston Wellington of DFA Stock prices in markets around the world fluctuated dramatically for the week ended August 27. On Monday, August 24, the Dow Jones Industrial Average fell 1,089 points—a larger loss than the “Flash Crash” in May 2010—before rallying to close down 588. Prices fell further on Tuesday before recovering sharply on […]

Posted by JP Osseward on September 21, 2015

Dimensional Fund Advisors’ Jim Parker – The Patience Principle

By Jim Parker of DFA Global markets are providing investors a rough ride at the moment, as the focus turns to China’s economic outlook. But while falling markets can be worrisome, maintaining a longer term perspective makes the volatility easier to handle. A typical response to unsettling markets is an emotional one. We quit risky […]

Posted by JP Osseward on September 9, 2015

Dimensional Fund Advisors’ Jim Parker – Living with Volatility, Again

Volatility is back. Just as many people were starting to think markets only ever move in one direction, the pendulum has swung the other way. Anxiety is a completely natural response to these events. Acting on those emotions, though, can end up doing us more harm than good.

Posted by JP Osseward on August 24, 2015

Dimensional Fund Advisors’ Weston Wellington – The Financial Crisis in Greece

Dimensional Fund Advisors’ Weston Wellington talks about the financial crisis in Greece.

Posted by Lars Phillips on August 14, 2015

Dimensional Fund Advisors Investment Philosophy

“The important thing about an investment philosophy is that you have one.” -David Booth

Posted by JP Osseward on July 14, 2014

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