Presentation:
Navigating Concentration Concerns in a Top-Heavy Market
Speaker:
Wes Crill
Senior Client Solutions Director & VP
Dimensional Fund Advisors
Date/Time:
Thursday, May 14th
12:00 pm to 1:00 pm
Location:
Virtual through Zoom
This presentation is pending approval for 1 CFP CE
About the Presentation:
As the US stock market has become increasingly concentrated in a small group of mega cap companies, investors may be wondering what this means for their asset allocations. Join Wes Crill, Senior Client Solutions Director & VP, as he discusses the challenges and opportunities investors face when it comes to rising market concentration and elevated valuations.
Wes will discuss how investment approaches from equal weighting to premium-based weighting can impact the expected outcome. He will also unpack different solutions to help address concentration concerns in portfolios.
Learning Objectives:
- Review recent stock market performance and valuations in the US
- Show how concentration concerns have emerged for many US large cap indices
- Compare different weighting schemes for addressing concentration in portfolios
- Examine how different approaches to global diversification can help address US portfolio concentration
About the Speaker:
Wes Crill is Senior Client Solutions Director in Dimensional’s Global Client Group and a Vice President. He serves as a spokesperson for the firm, communicating with clients on topics ranging from deep dives on Dimensional’s investment process to economic forecasts and asset allocation considerations. A frequent speaker at Dimensional and industry events, Wes works to translate Dimensional’s research insights into thought leadership content for the firm’s websites and social media. He is the primary author of Above the Fray, a weekly, online commentary highlighting Dimensional’s take on current market events.
Wes previously spent over a decade on Dimensional’s Research team, conducting rigorous research on a wide gamut of investment initiatives and questions pertaining to both the broad investment landscape and Dimensional’s own strategy innovations.
Wes earned a BS and a PhD in materials science engineering from North Carolina State University.
