Topic

IVA Research

A collection of 187 posts

IVA Research

Patient, Not Stubborn

The winds were blowing against my Portfolios this year. Is it time to chart a new course?

| 12 min read
IVA Research

What Have You Done for Me Lately?

Should we give the PRIMECAP Management team more time?

| 13 min read
IVA Research

When Hot Turns Cold

Has the Hot Hands strategy run out of gas?

| 11 min read
IVA Research

Restarting the Cycle

A reboot has served Global Capital Cycles well, but that doesn’t make it a winner.

| 6 min read
IVA Research

Solid Returns, Little Attention

Global Credit Bond: An index-beating active fund that investors have ignored.

| 3 min read
IVA Research

A Mild Distribution Season Nears

What you need to know to navigate 2023’s year-end cap gain distributions.

| 18 min read