Jeff DeMaso

586 posts

IVA Research

What's Changed at Dividend Growth, and What Hasn't

Two months in, Dividend Growth's new managers have reshuffled about a fifth of the portfolio, but not its defensive character. Here's my early read, and what I plan to ask them when we speak.

| 11 min read
Weekly Brief

No Roller Coaster Here

Stocks stay calm despite the anxiety | Coleman returns to the PM seat | Wrapping up the bond fund series

| 4 min read
IVA Research

Worth the Trip?

FUNDS FOCUS – Foreign & Global Bond Funds | Foreign bonds haven't cost you anything—and haven't gained you much either. My take on Vanguard's five foreign and global bond funds.

| 18 min read
Quick Take

Vanguard Hands Its Quants a Small- and Mid-Cap ETF

Vanguard's model-driven stock team—not Wellington—takes the next step in the firm's active ETF build-out.

| 2 min read
IVA Research

The Rest of the Bond Aisle

FUNDS FOCUS – U.S. Specialty Bond Funds | A tour of Vanguard's riskier bond funds, from mortgage-backed securities to junk bonds to one very volatile Treasury ETF.

| 17 min read
Weekly Brief

The Waiting Game

A rate hike nobody's betting against | An emerging-markets ETF delay and a manager's exit | Still no launch date for PRIMECAP's ETF

| 4 min read