A collection of 3 posts

IVA Research

Location, Location, Location

I’m committed to owning a globally diversified portfolio. But does that require a foreign real estate fund?

| 14 min read
IVA Research

Revved Up Real Estate

Real estate has delivered stock-like returns but with far greater risk than you’d think, given the fundamentals. What’s an investor to do?

| 12 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