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Dimensional, Riverbridge and Wellington brief PERS on small-cap performance and strategy
Summary
Three small-cap managers — Dimensional, Riverbridge and Wellington — presented performance and process updates to the investment committee, discussed portfolio construction (factor, fundamental and opportunistic approaches), and answered trustee questions about concentration, leverage and exposure to AI-driven market themes.
Trustees received back-to-back presentations from three of the plan’s small-cap managers: Dimensional Fund Advisors (small-cap value), Riverbridge Partners (small-cap growth) and Wellington Management (small-cap opportunities). Each firm reviewed investment philosophy, implementation details and recent performance drivers.
Lede: Dimensional described a factor-based small-cap value strategy that emphasizes size, value and profitability and excludes REITs; Riverbridge…
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