Viewpoints by Lukas J. Smart, CFA, Senior Portfolio Manager at Dimensional Fund Advisors

Lukas is a vice president and senior portfolio manager at Dimensional Fund Advisors, where he leads a team of investment professionals that oversees U.S. large-cap equity and real estate investment trust portfolios. He's also a leader of the investment management team for John Hancock Multifactor ETFs, and he represents Dimensional in meetings with current and prospective clients. Before joining Dimensional in 2007, Lukas did middle-office and consultant work at Bank of America in Chicago and was a consultant and portfolio manager for Ibbotson Associates. Lukas earned a B.A. from the University of San Diego, an M.B.A. from the University of Chicago Booth School of Business, and holds the Chartered Financial Analyst designation.
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Understanding the performance of small-cap stocks
Do small caps offer a reliable premium over large caps? Lukas Smart of Dimensional Fund Advisors takes a closer look at small-cap returns since the 1920s.
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Relative price and profitability effects in equity sector returns
Our analysis suggests that it’s possible to pursue the value and profitability premiums at the equity sector level in an integrated manner.
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