Jeff DeMaso

461 posts

IVA Research

Praise For the Middle Ground

FUNDS FOCUS — MID-CAP GROWTH FUNDS | Searching for growth potential in an overlooked part of the market.

| 20 min read
Weekly Brief

One Step Forward, Many More to Go

Fed rate hike | Sam Martinez steps down as portfolio manager | Vanguard opens Multi-Sector Income | Vanguard's pilot proxy voting program

| 3 min read
Monthly Recap

Starting on the Right Foot

FEBRUARY 2023 | Stocks and bonds get off to a good start. Plus, an article roundup and the IVA Factor Tracker.

| 6 min read
Quick Take

Proxy Pilot

An update on Vanguard's pilot proxy voting program.

| 2 min read
IVA Research

How Much Risk?

Vanguard’s newest bond fund, which opened for investment on Thursday, January 26th, isn’t as new as you think. A little over a year ago, Vanguard launched two active bond funds. Vanguard gave Core-Plus Bond (VCPIX) just two weeks to gather assets before building its portfolio while the other,

| 12 min read
Quick Take

Out of the Oven

Vanguard has decided that after 15 months in the oven, Multi-Sector Income (VMSIX and VMSAX) is ready to eat. Vanguard seeded the global income fund with $25 million when they launched it in October 2021 but didn’t allow outside investors to participate—until now. Yesterday, I was scratching my

| 2 min read