Topic

Stocks

A collection of 16 posts

IVA Research

Kilbride’s Worthy Heir

Assessing Peter Fisher's track record before he takes the reins at Dividend Growth from Don Kilbride.

| 8 min read
Quick Take

Passing The Dividend Torch

Don Kilbride’s era at Dividend Growth is coming to an end.

| 2 min read
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
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
IVA Research

Growth Stocks Being Marked Down

FUNDS FOCUS — LARGE GROWTH FUNDS

| 22 min read
IVA Research

Big Index Fund Fails?

The Morningstar headline grabbed me. “Why Are These Big Index Funds Underperforming?” By definition index funds, if they’re doing their jobs properly, don’t outperform or underperform. They simply match their benchmarks less a bit for their expenses. Generally, when talking about outperformance or underperformance it’s active funds

| 2 min read