Dimensional Fund Adivsors, Investing

Dimensional Fund Advisors: A Vanishing Value Premium?

January 20, 2016

Down To The Wire: A Vanishing Value Premium?

weston wellington dimensional fund advisorsBy Weston Wellington
Vice President Dimensional Fund Advisors

” 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 as a reminder about the importance of discipline.

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Sheri Iannetta Cupo, CFP®, Founding Partner (Retired) & Director
[email protected]

SAGEbroadview Wealth Management is a Fee Only firm offering ongoing financial planning and portfolio management, with tax planning woven carefully throughout our services. We work virtually across the country, with offices in Farmington, CT, Morristown, NJ, and Burlington, MA.