- Date:
- Title
In an article about the best fund families in 2010, Barron's lauds Dimensional for delivering strong returns in a highly unpredictable year by sticking to its principles of embracing risk and staying fully invested.
By
J.R. Brandstrader, Barron's
Date:
February 2011
2011-02- 1
Barron's announces Dimensional as the best US equity fund family in 2010, based on rankings from its annual survey conducted with Lipper.
Senior portfolio manager Karen Umland describes how she "achieves excellence by trusting in numbers, not perceptions" and compliments Dimensional's emerging markets team as "the best in their business over time.
By
Ron Lieber, New York Times
Date:
January 2011
2011-01-29
The New York Times explores Dimensional’s philosophy, history, and enduring relationships with advisors and institutions.
By
Jessica Toonkel, Investment News
Date:
December 2010
2010-12-20
David Booth discusses how he shared the small cap risk/return story with clients in the early days and sums up several facts about Dimensional today.
By
Pauline Skypala, Financial Times
Date:
November 2010
2010-11-22
David Booth, chairman and co-CEO at Dimensional, is featured in a Financial Times article highlighting how the firm's ideas and investment approach have led to continued growth and fund outperformance.
Dimensional CEO David Booth talks to the Financial Times about his gift to the University of Chicago.
A thorough, consultative approach to wealth management will gain client trust and will provide the financial advisor with the background needed to offer an insightful investment solution, encouraging a long-term client relationship.
By
Tom Petruno, Los Angeles Times
Date:
December 2005
2005-12-15
Upon his retirement, Rex Sinquefield recalls how the embrace of market efficiency and the construction of a database of historical security prices paved the way for success of Dimensional's investment strategies.
The financial media has an agenda and it's not to provide investors with the most sensible advice.
Over time, the mutual fund industry has evolved along with the industry's knowledge of what works and what doesn't in the world of investing. Financial advisors have more tools available to them today to help make their clients' investing experience a successful one.
Financial advisors have an opportunity to redefine their roles and add more value for their clients by focusing less on pervasive industry practices like active management and research and concentrating more on their clients' needs and goals.
By
Howard Isenstein, The New York Times
Date:
January 2004
2004-01-15
Dimensional is neither an active manager nor an indexer. To succeed, everyone from the portfolio manager to the client must be disciplined in his or her approach, reducing trading and rebalancing costs.
By
Ben Wilmot, Australian Financial Review
Date:
March 2003
2003-03-15
Rex Sinquefield and Ken French tell the Australian Financial Review that Dimensional's assessment of the securities market is the same no matter what the current economic or political trends. Discipline in money management has paid off for Dimensional in the entire global marketplace.
The Australian magazine IFA interviewed Gene Fama Jr. on topics from efficient markets to the emergence of fee-only financial advice. He gives a snapshot of Dimensional's philosophies, and explains how the firm interprets the latest market volatility.
Harvard Business School has conducted and published an independent case study of Dimensional Fund Advisors.
Strict professional criteria make it difficult for most investors to buy DFA funds. But those who do invest benefit from the firm's disciplined approach.
By
Crystal Detamor-Rodman, AIMR Exchange
Date:
May 2002
2002-05-15
A tax-efficient strategy begins with a broadly diversified portfolio. From there, it's critical to keep turnover low and minimize the impact of capital-gains tax and dividend-income tax.
Poorly managed, distressed companies have higher expected returns than high-profile growth companies that attract stock pickers' attention. Over time, distressed companies' higher costs of capital translate to stronger performance for investors.
Date:
February 2000
2000-02-15
An examination of the performance of UK equity trusts finds, net of expenses, that they reliably underperform the market. The study also shows that good performance does not reliably persist but bad performance does.
David Booth and Rex Sinquefield founded Dimensional based on academic research rather than traditional analysis. Eighteen years later the University of Chicago—where much of the research originated—awarded them both with alumni honors.
Rex Sinquefield discusses active and passive management and the track records of past fund managers in the context of today's academic outlook. He further expounds upon the variety of philosophies and strategies used by Dimensional in its investment practices.
Professor Eugene Fama talks about his efficient market theory, how stocks in different asset classes tend to perform over the decades, and the Fama/French three-factor model of risk dimensions.
The late Merton Miller was a giant in the field of finance, a Nobel laureate, and a member of the Board of Directors of Dimensional Fund Advisors. In this interview he discussed his scholarship on the turbulent economy of the 1920s and '30s, and offered insight into the academic side of the world of finance.
The CRSP database was created at the University of Chicago in the '60s to take advantage of large computers and to compile information and prices on a vast array of securities.
The academic climate at the University of Chicago in the early '70s planted a seed in the professional relationship between David Booth and Rex Sinquefield, which came to fruition when they later joined forces to found an investment firm based on the very academic research that brought them together.
Dimensional Fund Advisors Ltd. is authorised and regulated in the United Kingdom by the Financial Services Authority (FRN: 150100). You should obtain relevant and specific professional advice before making any investment decision. Past performance is not an indication of future performance. Please read the Important Information.