Evidence-Based Market Outperformance, Low-Cost Solution
Everest Portfolio Series
The GYC EVEREST series is a core portfolio strategy that makes use of building blocks from Dimensional Fund Advisors to utilise the latest advancements in Evidence-Based Investing. The portfolio is scientifically structured to capture all the known dimensions of return from both equity and fixed-income markets in the most efficient and low-cost solution currently available to investors.
The Dimensional group is a renowned global investment firm with over 35 years of fund management experience. Backed by a team of financial experts including Nobel Laureates Eugene Fama, Robert Merton, Kenneth French and Robert Novy-Marx, Dimensional applies financial science and a low-cost fee structure to outperform standard cap-weighted indices over the long term. Watch the short video below to learn about Dimensional's scientific foundation for investing:
On 31 August 2016, GYC became the first financial advisory firm in Singapore to sign a platform deal with Dimensional, opening up their funds to individual Accredited Investors through our Everest portfolios.
Long-term equity outperformance in our Everest portfolios is derived from prioritising value, size and profitability premiums over the market. For portfolios with fixed income allocations, term and credit premiums are dynamically maximised to derive optimal risk and return during different yield and credit cycles. Coupled with a regimented portfolio construction process, the portfolio has defined risk and return attributes which will help investors achieve their long term goals.
Visit the links below for more information on Dimensional.
Who Are Dimensional Fund Advisers?
Why You Should Know Dimensional Fund Advisors
Robert Schmansky, Forbes.com. 3 Dec 2013.
A little known fund company that keeps fees low
Rob Carrick, The Globe and Mail. 31 Aug 2012.
Market Beaters: A Different Dimension
Beverly Goodman, Barron's. 6 Jan 2014.
The Active-Passive Powerhouse
Jason Zweig, The Wall Street Journal. 21 Oct 2016.
Ben Carlson, AWealthOfCommonSense.com. 13 Jan 2015.
David Booth Brings Academic Research to Life
Julie Segal, Institutional Investor. 10 May 2016.
Access the "3d Dimension" in Investing: Dimensional Fund Advisors
Eve Kaplan, Forbes.com. 2 Nov 2015.
Finding Success, Passionate Followers in Tow
Ron Lieber, The New York Times. 28 Jan 2011.
How DFA Outperforms
How Dimensional Fund Advisors Really Earn Better Returns
Andrew Hallam, AssetBuilder. 27 Apr 2015.
9 Reasons Why Investors Are Loving Vanguard and DFA Funds
Greg Brown, Pathway Planning. 16 Jun 2015.
Why We Use Dimensional Fund Advisors
Marcus A. Winbush, True North Capital Alliance.
(Subscribers only) Dimensional Fund Advisors picks advisers, not stocks, and it works
Bloomberg News via Investment News. 19 Jan 2015.
Fama’s Nobel Work Shows Active Managers Fated to Lose
Charles Stein, Bloomberg. 15 Oct 2013.
DFA Fund Family: An Alternative to Smart Beta?
Allan S. Roth, FinancialPlanning.com. 31 Aug 2015.
DFA in Your Portfolio
The ‘Average Returns’ Myth
Dan Solin, The Huffington Post. 17 Feb 2017.
Billionaire David Booth’s investment tips for New Zealanders
Richard Meadows, Stuff.co.nz. 6 Mar 2016.
DFA Vs. Other Passive Strategies
DFA vs. Vanguard - Which is better?
Allan Roth, CBS News. 19 April 2010.
Dimensional vs Vanguard
Mark Hebner, Index Fund Advisors. 2 Jan 2015.
DFA and Vanguard: Setting the Record Straight
Jeff Troutner, Equius Partners. 23 Apr 2013.
Your Move, Bogleheads: Advisor Finds DFA’s Returns Trump Vanguard’s (Subscribers only)
ThinkAdvisor. 25 Apr 2013.
To learn more about how the stock market works and the investing strategies behind the success of firms like DFA, you can download and watch the award-winning documentary Index Funds: The Movie, available for free on iTunes, Amazon Prime and Google Play. (A transcript is available at this link.)
You may also wish to check out these short video clips at the Index Fund Advisors website.
- The above strategy is only available to Accredited Investors, defined as individuals whose net worth is at least SGD$2 million (or its equivalent in a foreign currency) or whose income in the past 12 months was at least SGD$300,000 (or its equivalent in a foreign currency).
- The information given above is neither an offer nor solicitation to invest in the Portfolio and is strictly for information purposes. Past performance of the Portfolio and its constituent funds or stocks and any economic and market trends/forecast are not necessarily indicative of the future or likely performance of the Portfolio. The performance of the Portfolio and the value of the constituent funds and stocks and the income accruing, if any, may fall as well as rise.
Investors should note that the constituent funds are registered in Singapore under the Restricted Scheme, which exempts them from prospectus requirements. However, investors can obtain the constituent funds' fact sheets (available from GYC). Please note that the constituent funds and stocks may change from time to time depending on the Portfolio Manager's prevailing market views. Any investments in a portfolio of unit trusts (collective investment schemes) and stocks carries investment risks and may therefore not be suitable for persons who are averse to such risks. You should make your own independent investigations as you may consider necessary or appropriate prior to investing.