Jeff DeMaso

561 posts

Quick Take

A Loss, Two Retirements and a Promotion

The indexing team loses a co-manager, two executives head for the exit and an insider gets a promotion.

| 2 min read
IVA Research

PRIMECAP Still Won—But Taxes Took Their Cut

MAILBAG | Two decades of after-tax returns, and what the Discovery ETF could change for taxable investors.

| 7 min read
Quick Take

Three Small Wins

A fund renaming, restored statement data and a broader definition of “qualifying assets.” Credit where it’s due.

| 2 min read
Quick Take

Vanguard’s Junk Bond Index ETF Finally Arrives

The fund giant rounds out its high-yield lineup—filling a long-standing gap—with a plain-vanilla index ETF.

| 2 min read
Weekly Brief

Beyond the Usual Suspects

The market's quiet breadth story | PRIMECAP's comeback | Vanguard's third junk bond fund is nearly here

| 4 min read
IVA Research

Why I've Become More Open to Index Funds

MAILBAG | Have I abandoned active management in favor of index funds? The short answer is no, but my thinking has evolved. Here's where I stand.

| 8 min read