Jeff DeMaso

482 posts

IVA Research

Slow Start, A Glimmer of Potential

FUNDS FOCUS — FACTOR ETFs | None of Vanguard's factor ETFs have outperformed the market. But one has caught my eye.

| 13 min read
Quick Take

Vanguard’s Active Managers Cry Uncle

Vanguard is throwing in the towel on two of its active strategies: Alternative Strategies (VASFX) and Managed Allocation (VPGDX). The firm hasn’t given up on active entirely, but this is a big admission that, as I’ve said many times, adding complexity doesn’t lead to better investment outcomes.

| 4 min read
Weekly Brief

Adani, AI and Additional Information

Odds of a soft landing increase | ChatGPT | SAI mix up | Exposure to Adani

| 6 min read
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