Déjà Vu with Value – Dimensional – 4.10.23

Summary:

Now On Demand

In 2022, growth stocks in the US torched $7 trillion in market capitalization, marking their worst performance since the 2008 financial crisis. The plummet featured prominent FAANG stocks, which underperformed the market by more than 20%. For many investors, this came as an unpleasant surprise.

Meanwhile, value outperformed growth. And for value investors, this was déjà vu all over again.

In this webcast, we’ll hear from Dimensional Fund Advisors, a global leader in factor-based strategies with more than three decades of experience in value investing. We’ll dig into the performance of value vs. growth stocks over time and demonstrate how a flexible approach can help deliver value, featuring a case study on Meta.

What you will learn:

• The performance of value vs. growth stocks, in recent years and over time
• The power of a flexible approach to deliver value in ever-changing markets
• The benefits of going beyond indexing in value investing

About Dimensional Fund Advisors

Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, Dimensional Fund Advisors offers strategies that focus on the drivers of expected returns. The firm applies a dynamic implementation process that integrates advanced research, methodical portfolio design, and careful execution, while balancing risks, costs, and other tradeoffs that may impact performance.

Speakers:

Rob Harvey, an Austin-based Senior Investment Strategist and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.

Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.

Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA^® charterholder.

Courtney Scott is a Regional Director in Dimensional’s Global Client Group. She is an active part of the Virtual Strategy team, which is responsible for large-scale webcasts and virtual events to Dimensional clients globally. Courtney consults with the firm’s sales teams to execute their webcast strategy and conducts training so Dimensional speakers are prepared to effectively deliver content through video-enabled interactions. She is a frequent moderator on webcasts hosted from Dimensional Studios, where she facilitates discussions between clients and Dimensional speakers.