Jeff DeMaso
482 posts
Hot Hands Review: Momentum, Moderation and the Long Run
My annual review of the Hot Hands strategy.
| 13 min read
IVA QUICK TAKE | PRIMECAP Odyssey and AI: Different Label, Same Exposure
MAILBAG | PRIMECAP Odyssey’s exposure to artificial intelligence.
| 6 min read
WEEKLY BRIEF | Yields Drift, Vanguard Shifts
Cash yields fall | Foreign growth and value index funds are coming | Oakmark replaces Lazard at Windsor II | MidCap Growth’s distributions
| 8 min read
IVA QUICK TAKE | Vanguard Brings the Growth–Value Split Overseas
After more than 30 years in the U.S., Vanguard is finally launching low-cost growth and value index funds (ETFs) for developed foreign markets.
| 2 min read
Inside the IVA Portfolios’ 2025 Results
My candid review of performance, portfolio choices and the road ahead.
| 12 min read
Three Great Years—Now Keep Expectations in Check
Final distribution update | A terrific three-year run | No checkwriting in IRAs | A Clunkier QCD process
| 5 min read