Jeff DeMaso

525 posts

IVA Research

Tremblant Takes the Wheel at MidCap Growth

INTERVIEW — My exclusive conversation with MidCap Growth’s new co-managers from Tremblant Capital—Brett Barakett and Michael Cling.

| 22 min read
Quick Take

Vanguard’s Junk Bond Index ETF—Better Late Than Never

The fund giant files for a high-yield bond index ETF—filling a gap in its lineup, but raising questions about the timing.

| 2 min read
Weekly Brief

War Tests the Market—Diversification Holds

What’s held up since the conflict began | Diversification in action | Vanguard’s emails misfire (again)

| 4 min read
IVA Research

Two Alternatives, One Problem

FUNDS FOCUS — ALTERNATIVES | A closer look at Market Neutral and Commodity Strategy—and why neither builds wealth the way stocks do.

| 10 min read
Weekly Brief

Perspective in a Noisy Market

Pullbacks in perspective | Vanguard delays target-maturity bond ETFs (again) | Supplemental distribution estimates

| 6 min read
IVA Research

Vanguard’s Target-Maturity Bond ETFs: Useful Tools, Limited Uses

Low fees and a familiar playbook could help Vanguard win assets—but these funds solve specific problems and won’t replace traditional bond funds.

| 6 min read