15 years of CORE Capital, and 30 years managing Dimensional
Videos
About Dimensional
Dimensional Stories
Investment Topics
Podcasts
- We’re very careful in looking at new research that comes along and making sure it’s robust.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/a.mp4
- Behavioral Biases: Dealing with the Cramer Effect: Vice President Scott Bosworth discusses key concepts from his presentations on investor behavior, including why emotion often overwhelms reason. Scott lays out his thoughts on how to best deal with behavioral biases including regret, recency bias, and speculating vs. investing. Finally, his stories on Sir Isaac Newton and the Cramer Effect provide valuable lessons in how to help manage client emotions.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/behavioral-biases-dealing-with-the-cramer-effect.mp3
- The Insurance Evolution: Matt Cobb, a vice president in Dimensional’s Institutional group, discusses the different types of insurance available to advisors, how insurance is used for risk management, and why every advisor should consider engaging in a conversation with their clients on this important topic.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/the_insurance_evolution.mp3
- Getting to the Point: Marlena Lee joins Joel Hefner and J Elder to discuss the valuable lessons she learned from working with Professor Fama, the research she has done at Dimensional and how it helps advisors, and the conversations she has with clients about globally diversified portfolios.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/020515_insights_to-the-point.mp3
- Seeing the Light, Part II: In the second part of their conversation, Joel Hefner, J Elder, and Vice President Weston Wellington discuss why well-reasoned theories and predictions often do not turn out as expected, how best to use Weston’s column, Down to the Wire, how to define investing accurately and the best ways to address client concerns using stories rather than data.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/090214_insights_seeing-the-light-part2.mp3
- Seeing the Light: Joel Hefner and J Elder are joined by Vice President Weston Wellington for a discussion about Weston’s previous work as the director of research at a large broker/dealer, the moment he lost faith in conventional active management, and the one response that answers many of the questions he gets from investors.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/090214_insights_seeing-the-light-part1.mp3
- Portfolio Management: A Balancing Act: Joel Schneider, a portfolio manager for equity strategies, describes the role of a PM at Dimensional. He explains how to make tradeoffs between costs, diversification, and exposure to the dimensions of expected returns, and also discusses how the portfolio management, research, and trading groups work together.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/portfolio_management-a_balancing_act.mp3
- Dimensional's Research: Persistent, Pervasive, and Robust—Part 2: In the second of a two-part series, Head of Research Gerard O'Reilly dives deeper into how Dimensional identifies dimensions of expected returns. Gerard also addresses how we see ourselves as a money manager. The podcast includes a discussion of the importance of strategy implementation and evaluation, along with a preview of recent innovations in academia that are shaping the firm’s current investment research agenda.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/persistent-pervasive-and-robustpart-2-insights_020414_pt2.mp3
- Dimensional’s Research: Persistent, Pervasive, and Robust: In the first of a two-part series, Head of Research Gerard O’Reilly explains how Dimensional’s Research department helps build and enhance solutions for clients. Gerard also addresses the “client feedback loop” ―how advisors work with Dimensional’s portfolio management team and research department to implement new strategies or enhance existing ones. The podcast includes a detailed discussion on the dimensions that drive expected returns and how these are applied in our current strategies.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/persistent-pervasive-and-robust-1-insights_020414.mp3
- All Things Fixed Income: Senior Portfolio Manager Joe Kolerich joins Joel Hefner and J Elder to discuss the history and evolution of Dimensional’s fixed income offerings. Joe talks about popular opinions on interest rates and outlines how he communicates our fixed income philosophy to individual investors.
- ALL CATEGORIES
- http://www.corecapitalllc.com/wp-content/uploads/2019/08/all-things-fixed-income-insights_120313.mp3
“Dimensional’s investment philosophy is about more than returns—it’s about a great client experience that can really help people relax.”
– David Booth, Founder and Executive Chairman of Dimensional Fund Advisors/p>