By forming a strategic relationship with Dimensional Fund Advisors (www.dfaus.com), a new breed of index fund managers, Matthai Capital is able to deliver a disciplined and structured investment approach that adds value through strict adherence to specific investment styles and does not rely on forecasts, intuition, instinct and prophesy.

Why Did Matthai Choose Dimensional Fund Advisors (DFA)?

Minimal Style Drift
DFA’s investment approach imposes a strict adherence to specific parameters that help maintain reliable asset class exposures. Their portfolio managers have no discretion to purchase stocks that do not meet these parameters, and no financial incentive exists for them to deviate from their very specific disciplines.

State-of-the Art Trading Adds Value
Because DFA has a strong presence in small cap trading, they are viewed as a source of liquidity in that arena. This allows them to extract maximum block trading discounts for your portfolio. They are also adept at other, cost-reducing trading techniques.

Low Cost
In line with their structured, engineered approach to investing, DFA’s investment management fees are positioned, in their opinion, well below those of typical, traditional active managers. Their patient and price-conscious buy and hold approach to trading is designed to minimize costs.

Broad Line of Complementary, Building-Block Strategies for a Complete Total Portfolio
DFA’s broad array of investment strategies offers calibrated exposures to the full spectrum of key asset classes across dimensions of size, value, and geography. Their goal is to provide investors with global investment solutions that, at the total portfolio level, maximize returns for a desired risk level.

Investment Philosophy Is Grounded in Robust Academic Research
The Fama/French Three-Factor Model has replaced the Capital Asset Pricing Model in the work of academic financial economists. Their equity products capture the insights of the Fama/French model, which has withstood rigorous open review.

Low Professional Turnover Strengthens Their Team Process
The nucleus of their investment and research team has been together for more than twenty years, while the average tenure of their portfolio managers across asset classes is more than ten years. They have had very few departures among their portfolio managers and they hire in advance of future growth. The decision-making approach for strategies at DFA is the antithesis of the “star” system.

Successful and Independent
DFA is one of the largest independently-owned institutional investment management firms in the world. The firm is dedicated to managing investments on behalf of their investors and to operating their business in the best interests of their investors.

Available Only Through Approved Registered Investment Advisers
DFA’s mutual funds can only be acquired through approved registered investment advisers who have undergone a formal screening process and received approval to recommend and use DFA’s investment strategies for their clients’ portfolios. This exclusivity demonstrates DFA’s and Matthai’s commitment to deliver a sophisticated and disciplined investment approach to their clients.