Dimensional Fund Advisors Portfolio Management
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Hey DOF2022, I'm the WSO Monkey Bot...do any of these help:
If we're lucky, the following users may have something to say: Savage_Quant_22 maxshnaper John-Klinger
If those topics were completely useless, don't blame me, blame my programmers...
Standard behaviorals, why investing, why dimenisonal (tailor your answer around how they approach the markets and serve their clients)
Their investment approach is based on Fama-french factor models, just look that up and understand the various factors. My interview was pretty technical and I had to pitch a stock long and short based on these models, but I've also heard of some people who have had very little technicals (might just be based on your previous experience).
Overall if you are somewhat experienced in investing, follow the news (WSJ, Bloomberg), etc., you should be fine for the technical aspect. But just as important is the philosophical and cultural fit, so read through their website and watch their youtube videos and you will be golden.
Good luck
James.Stock, thanks once more for your comprehensive answer. Just a quick follow up question.
You mentioned that you had to pitch a long and short stock. Wouldn't that be exactly the opposite of what Dimensional believes in? I thought they were all about extreme diversification, and are not interested in speculating about specific investments.
Right, you don’t really need to have a thesis for the stock. You just need to suggest stocks that fit into their factors. So one factor they look for is value vs growth. Find one stock that is value and go long on that and find a stock that is growth and go short on that.
My interviewer was just having fun with me, so you probably won’t have to do this. Hope that helps.
Great, thanks for the explanation!
Thank you so much @James.Stock & @LReed for your comments! That's very helpful and I'll be sure to incorporate your tips into my preparation
I had a superday for the SA role in Charlotte this fall. Very technically focused on fama-french - of the 3 hrs I was in the office interviewing, 2 were spent on answering questions on it/the philosophy behind it. Some questions on behaviorals and what makes you interesting but overall, I got the sense they want someone who is a good culture fit both socially and investing philosophy wise and has enough of a programming/technical background to be excited about their style of investing.
If you don't believe in their specific investing style and want to do active mgmt, it'll be one of the most painful superdays you'll ever have. The term "drink the koolaid" was thrown around a decent amount to describe people's passions for the investing style of Dimensional.
Just my 2 cents.
hey, I am having a superday next week. Do you have any advice regarding to the case study?
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