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These articles contain the opinions of the authors but not necessarily of Dimensional, and do not represent a recommendation of any particular security, strategy, or investment product. The authors' opinions are subject to change without notice. Information contained herein has been obtained from sources believed to be reliable, but is not guaranteed.
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by Eugene Fama Jr. May 2000 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. |
by Marilyn Kun March 1995 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. | |
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Dedicated Followers of Fashion Can Look Silly by Mark Atherton, The Times May 2008 Chasing short-term returns can prove to be a costly mistake for fund investors. Results from a UK study indicate that investors underperform the market by as much as four percentage points per annum. |
DFA Funds Hard to Buy, Easy to Own by Timothy Middleton, CNBC June 2002 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. | |
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Dimensional Tests Passive Resistance by Dylan Lobo, Citywire Funds Insider and Gavin Lumsden, Citywire Funds Insider December 2005 Citywire Funds Insider reports that Dimensional's passive investment strategies are resonating with UK financial advisers as an appealing alternative to active management. |
by David Chaplin, IFA Magazine February 2003 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. | |
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by Peter Tanous February 1997 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. |
An Interview with Merton Miller by Peter Tanous February 1997 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. | |
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An Interview with Rex Sinquefield by Peter Tanous February 1997 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. |
Performance of UK Equity Unit Trusts by Garrett Quigley and Rex A. Sinquefield February 2000 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. | |
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by Steve Johnson, Financial Times December 2007 Dimensional is experiencing robust asset growth in the United Kingdom and Europe despite a refusal to pay commissions or advertise. |
by Jennifer Vanasco September 1999 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. | |
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Reading the Index to Beat the Index by Howard Isenstein, The New York Times January 2004 Dimensional is a money manager that is neither an active manager nor an indexer. Everyone from the portfolio manager to the client must be disciplined in his or her approach, reducing trading and rebalancing costs. |
Stock Price Best Value Guide, War or Not by Ben Wilmot, AFR March 2003 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. | |
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Tools of the Trade: Defining Your Role by Daniel M. Wheeler April 2004 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. |
Tools of the Trade: Don't Believe the Hype by Daniel M. Wheeler May 2005 The financial media has an agenda and it's not to provide investors with the most sensible advice. To grow their audience, the media produces articles that often resemble "investment pornography" for their captivating headlines and reliance on the forecasts of supposedly objective Wall Street experts. Advisors can turn the tables and instill confidence in their clients by using the media to demonstrate the futility of investment predictions. | |
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Tools of the Trade: How to Be a Wealth Manager by Daniel M. Wheeler December 2005 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. |
Tools of the Trade: Problem Solvers by Daniel M. Wheeler August 2004 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. |
Academic Papers and Reprints
Several papers authored by academics affiliated with Dimensional are available for download through Social Science Electronic Publishing.
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