尽管 Harvey 采取了选股策略,但 Dimensional 美国小盘股 ETF 的表现仍逊于罗素 2000 指数。 Dimensional U.S. Small Cap ETF underperforms Russell 2000 despite Harvey's stock-picking strategy.
Rob Harvey, 多面基金顾问公司的共同负责人,倡导在小型资本投资中采用股票挑选战略,通过避免业绩不佳的公司来提高业绩。 Rob Harvey, co-head at Dimensional Fund Advisors, advocates for a stock-picking strategy in small-cap investing to improve performance by avoiding underperforming firms. Russell 2000 指数今年上升超过12%, The Russell 2000 index has risen over 12% this year, compared to the S&P 500's 23%. 尽管有这种兴趣,但 Harvey 的 Dimensional 美国小盘股 ETF 今年的表现比罗素 2000 指数低 1% 以上,凸显了该行业主动管理的挑战。 Despite this interest, Harvey's Dimensional U.S. Small Cap ETF has underperformed the Russell 2000 by more than 1% this year, highlighting the challenges of active management in this sector.