1. Eugene Fama is a Robert R. McCormick Distinguished
Service Professor of Finance
at the University of Chicago
and is the father of Efficient
Market Hypothesis and
multifactor models.
2. Kenneth French is a Heidt
Professor of Finance at
Dartmouth College and
specializes in Capital
Markets Research and
multifactor models.
Step 1: Take Risks Worth Taking
Risk is an inevitable part of the investment process. The good news is that risk can be managed. Financial science over the last 80 years has brought us a powerful understanding of the risks that are worth taking and the risks that are not.
A pioneering 1992 study by renowned academics, Eugene Fama1 of the University of Chicago and Kenneth French2 of Dartmouth College, demonstrated that increased exposure to small company stocks and value stocks can help increase returns. Historically, small company stocks and value stocks are more efficient as well. In other words, investors can generate the same return with less risk.
SIZE AND VALUE MATTER
Data Source: Dimensional Fund Advisors. January 1, 1979 – December 31, 2008. Monthly Data
Beta and Alpha are calculated based upon monthly data as compared to the S&P 500 Index
U.S. Large Growth is measured by the Russell 1000 Growth Index
U.S. Large Value is measured by the Russell 1000 Value Index
U.S. Small Growth is measured by the Russell 2000 Growth Index
U.S. Small Value is measured by the Russell 2000 Value Index
Eugene Fama and Kenneth French also concluded that length of maturity is a key determinant of bond performance. As investors would expect, return does improve as longer maturity bonds are added to a portfolio. Unfortunately, risk increases much faster than return as the maturity lengthens.
Data Source: Dimensional Fund Advisors. January 1, 1979 – December 31, 2008. Monthly Data
Beta is calculated based on monthly data as compared to the S&P 500 Index
