Jeff DeMaso
551 posts
IVA QUICK TAKE | The Wait Is Nearly Over: PRIMECAP's ETF Is Ready to Launch
The long wait for a PRIMECAP-run ETF is almost over. An updated prospectus sheds new light on the fund's fees, investment mandate and the managers who will be calling the shots.
| 2 min read
Growth vs. Value: A Debate Without a Winner
The real-world data doesn't settle the growth-versus-value debate—and neither do the academics.
| 8 min read
IVA QUICK TAKE | A Loss, Two Retirements and a Promotion
The indexing team loses a co-manager, two executives head for the exit and an insider gets a promotion.
| 2 min read
PRIMECAP Still Won—But Taxes Took Their Cut
MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.
| 7 min read
Three Small Wins
A fund renaming, restored statement data and a broader definition of “qualifying assets.” Credit where it’s due.
| 2 min read
Vanguard’s Junk Bond Index ETF Finally Arrives
The fund giant rounds out its high-yield lineup—filling a long-standing gap—with a plain-vanilla index ETF.
| 2 min read