Joseph Kolerich - Global Equity Fund Manager
DGEIX Fund | USD 31.47 0.29 0.93% |
Mr. Plecha is a Senior Portfolio Manager and Vice President of Dimensional Fund Advisors LP and a member of the Investment Committee. Mr. Plecha received his BS from the University of Michigan at Ann Arbor in 1983 and his MBA from the University of California at Los Angeles in 1987. Mr. Plecha was a portfolio manager since 1989 and responsible for the fixed income portfolios since the end of 1991.
Phone | 888-576-1167 |
Global Equity Management Performance (%)
Similar Money Managers
Found 5 records | One Year Return | ||
David Plecha | Dfa Selectively Hedged | N/A | |
David Plecha | Global Allocation 6040 | N/A | |
Joel Schneider | Dfa Large | N/A | |
Lukas Smart | Dfa Large | N/A | |
David Plecha | Global Allocation 2575 | N/A |
Global Equity Portfolio Leadership Team
Elected by the shareholders, the Global Equity's board of directors comprises two types of representatives: Global Equity inside directors who are chosen from within the company, and outside directors, selected externally and held independent of Global. The board's role is to monitor Global Equity's management team and ensure that shareholders' interests are well served. Global Equity's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, Global Equity's outside directors are responsible for providing unbiased perspectives on the board's policies.
David Plecha, Fund Manager | ||
Joseph Kolerich, Fund Manager |
Global Fund Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right mutual fund is not an easy task. Is Global Equity a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
Price To Earning | 17.30 X | ||||
Price To Book | 1.88 X | ||||
Price To Sales | 1.11 X | ||||
Total Asset | 9.22 B | ||||
Annual Yield | 0.02 % | ||||
Year To Date Return | 4.05 % | ||||
One Year Return | 17.49 % | ||||
Three Year Return | 5.21 % | ||||
Five Year Return | 10.26 % | ||||
Ten Year Return | 8.98 % |
Some investors attempt to determine whether the market's mood is bullish or bearish by monitoring changes in market sentiment. Unlike more traditional methods such as technical analysis, investor sentiment usually refers to the aggregate attitude towards Global Equity in the overall investment community. So, suppose investors can accurately measure the market's sentiment. In that case, they can use it for their benefit. For example, some tools to gauge market sentiment could be utilized using contrarian indexes, Global Equity's short interest history, or implied volatility extrapolated from Global Equity options trading.
Pair Trading with Global Equity
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Global Equity position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Global Equity will appreciate offsetting losses from the drop in the long position's value.Moving together with Global Mutual Fund
0.96 | DIHRX | Intal High Relative | PairCorr |
0.91 | DILRX | Dfa International | PairCorr |
0.92 | DISVX | Dfa International Small | PairCorr |
0.91 | DISMX | Dfa International | PairCorr |
The ability to find closely correlated positions to Global Equity could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Global Equity when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Global Equity - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Global Equity Portfolio to buy it.
The correlation of Global Equity is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Global Equity moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Global Equity Portfolio moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Global Equity can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Investing Opportunities to better understand how to build diversified portfolios, which includes a position in Global Equity Portfolio. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..