Jeff DeMaso

541 posts

IVA Research

Mid-Caps, Mixed Results

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Mid-cap stocks have quietly outperformed over time. So why doesn’t Vanguard have a standout active fund?

| 16 min read
Weekly Brief

Long Duration, Two Ways

Tech stocks soar, long bonds sink | Acquired Podcast covers Vanguard | Baillie Gifford goes ETF

| 6 min read
IVA Research

Aggressive Investing Made Simple

FUNDS FOCUS—AGGRESSIVE GROWTH FUNDS | Small stocks still have a place in long-term portfolios—but investors don’t need complicated funds to own them.

| 16 min read
Weekly Brief

Vanguard Will Buy the Next Trillion-Dollar Stock

Mega AI IPOs are coming | Vanguard hires outside talent, again | New names for old funds

| 5 min read
IVA Research

Small Stocks Were Supposed to Win

Academic research says smaller companies should outperform over time. Thirty-five years of Vanguard fund returns tell a more complicated story.

| 5 min read
Weekly Brief

Uneasy Equilibrium

The economy holds its ground | Warsh inherits a tough hand | Vanguard's website is (finally) coming | A DAF reminder

| 6 min read