DFA On Going Beyond Indexing In Value Investing

Rob Harvey, CFA, Senior Investment Strategist and Courtney Scott, Regional Director, Global Client Group at Dimensional Fund Advisors discuss their approach to value investing, value vs growth over time, and why advisors should consider going beyond indexing. 

WEBCAST: Déjà Vu with Value.

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.

Accepted for 1 CFP®/IWI/CFA CE Credit.