Jeff DeMaso

482 posts

IVA Research

Hot Hands Review: Momentum, Moderation and the Long Run

My annual review of the Hot Hands strategy.

| 13 min read
Quick Take

IVA QUICK TAKE | PRIMECAP Odyssey and AI: Different Label, Same Exposure

MAILBAG | PRIMECAP Odyssey’s exposure to artificial intelligence.

| 6 min read
Weekly Brief

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
Quick Take

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
IVA Research

Inside the IVA Portfolios’ 2025 Results

My candid review of performance, portfolio choices and the road ahead.

| 12 min read
Weekly Brief

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