Jeff DeMaso
439 posts
Overlooked Growth Potential
FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth in an overlooked part of the market.
Vanguard Reduces Head Count at Emerging Markets Select Stock
Vanguard fired Oaktree from Emerging Markets Select Stock—ending their nearly 30-year-long relationship.
Does It Load?
Putting market action into context | Vanguard’s website goes down | Sahm Rule indicates a recession | Ramji eyes private markets | Bonus IVA Portfolio commentary
David, Goliath or …?
While large and small stocks get all the attention, mid-sized stocks have outperformed over the past 45 years.
Round and Round We Go
AUGUST 2024 | Putting the stock market rotation into context. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.
The Doctor Is Out
Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.