Tulett, Matthews & Associates Inc. - Investment Counsel
 



Tulett, Matthews & Associates Inc. - Investment Counsel










Member of the Portfolio
Management Association
of Canada


 



Investment Concepts  |  Research Papers  |  Articles


Mission: Improbable
When Ken French says you can’t beat the market, he means you (probably).
CFA Magazine 2005

Brain Trust
With a host of noted academics minding the store, Dimensional Fund Advisors has attracted a loyal following among fee-only advisers.

Indexing Goes Hollywood
Morningstar Indexes Yearbook: 2005
This study highlights some interesting investor trends (both good and bad). Special attention is made to the area of dollar weighted returns vs. total time weighted returns. This is standard practice when reviewing how “actual investors” faired in specific investment strategies.  The report highlights and mentions the success that actual investors of DFA strategies have had on a dollar weighted return vs a time weighted return basis.

The report suggests that advisors who use DFA encourage very smart behavior among their clients, even buying more out-of-favor segments of the market and ride them up, rather than buying at the peak and riding the trend down, which is usually the case with fund investors. 


Good Things Come To Those Who Wait
Dimensional's risk-based investment philosophy and its unique position as a liquidity provider enable a patient and flexible trading approach that provides measurable advantages over other managers.

Applied Scientist: Face to Face with DFA's Eduardo Repetto
Dimensional's chief investment officer explains how the firm adds value by precisely defining strategies and providing services to the market.

Dimensional's 'Passive' Course Pays Off
Upon his retirement, Rex Sinquefield recalls how the embrace of market efficiency and the construction of a database of historical security prices paved the way for the success of passive investment strategies at Dimensional Fund Advisors.

Reading the Index to Beat the Index
Index funds mirror the market, and they appeal to investors who realize that most fund managers do not beat the market for extended periods. But by tweaking the mathematical approach taken by index funds, Dimensional Fund Advisors has often been able to beat them.

 
 







Copyright © 2011 Tulett, Matthews & Associates Inc.  Privacy Policy  |  Legal  |  Site Map Site by Keystone Marketing