Jeff DeMaso

328 posts

IVA Research

David, Goliath or …?

While large and small stocks get all the attention, mid-sized stocks have outperformed over the past 45 years.

| 10 min read
Monthly Recap

Round and Round We Go

AUGUST 2024 | Putting the stock market rotation into context. Plus, IVA Portfolio notes, the IVA Factor Tracker and (as always) a roundup of articles and analysis from the past month.

| 13 min read
Quick Take

The Doctor Is Out

Longtime Health Care manager Jean Hynes will step away from portfolio management duties at the end of the year. Her co-manager, Rebecca Sykes, will take over the active sector fund.

| 2 min read
Weekly Brief

One Step Forward, Two Back?

GDP and earnings on the rise | Vanguard’s slimmed down annual reports

| 7 min read
IVA Research

Rebalance For Risk, Not Return

Rebalancing your portfolio is all about managing risk, not boosting returns.

| 11 min read
Weekly Brief

Rotation and Rising Regulatory Risk

Trade Alert reminder | Market rotation amid political drama | Inflation check-in | Vanguard defines its regulatory risks | PRIMECAP update

| 7 min read