Topic

Stocks

A collection of 43 posts

Quick Take

IVA QUICK TAKE | PRIMECAP Odyssey and AI: Different Label, Same Exposure

MAILBAG | PRIMECAP Odyssey’s exposure to artificial intelligence.

| 6 min read
Quick Take

IVA QUICK TAKE | Vanguard Brings the Growth–Value Split Overseas

After more than 30 years in the U.S., Vanguard is finally launching low-cost growth and value index funds (ETFs) for developed foreign markets.

| 2 min read
IVA Research

PRIMECAP Finds Its Edge … Again

A strong 2025 reminds investors why patience with PRIMECAP still pays.

| 14 min read
IVA Research

Cheap, Clean, and Unproven: A Closer Look at Vanguard’s First Active Stock ETFs

The new Wellington-run ETFs offer competitive (but not standout) pricing and tax-friendly wrappers—but the strategies still need to earn their keep.

| 11 min read
Quick Take

Vanguard’s Emerging Markets ex-China ETF Is Finally Here

The fund giant expands its ETF lineup while sharpening its competitive edge.

| 2 min read
IVA Research

Global Capital Cycles: A Better Fund, But Still No Gem

A reboot turned Vanguard’s worst performer into a credible global stock fund. But beneath the polish, it’s still tethered to metals and mining.

| 7 min read