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30 April, 2018

Core Equity Solutions

As you will know at Walden Capital we believe in doing the things which have been shown to add value to our client's portfolios rather than following fads or creating activity (and of course cost) for the sake of looking busy.  One of the firms we work with, Dimensional Fund Advisors (DFA), has a similar philosophy of using evidence to support their investment process, and this has resulted in their funds performing strongly in their respective sectors over an exended period.

Whilst we have no affiliation to any investment provider, simply using what we believe to be the best tool for the job at the time, DFA has provided a great explanatory document, detailing the how and the why of what they do to improve investment outcomes for their customers, and consequently for our clients too, invested within the Walden Capital portfolios.

Download the PDF >>>

by John Stirling


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