Jeff DeMaso
518 posts
PRIMECAP’s Next Generation
Joel Fried’s retirement brings the firm’s generational handoff into focus—but PRIMECAP’s unusual structure may give it an edge.
| 3 min read
Should You Tilt Foreign Stocks Toward Growth or Value?
A new pair of international ETFs revives an old debate: growth, value—or neither?
| 8 min read
Same Market, New Winners
MARCH 2026 | Diversification earns its keep, war erupts in the Middle East, and Vanguard settles. Plus, IVA Portfolio notes, Distributions Ahead, the IVA Factor Tracker and a roundup of articles and analysis from the past month.
| 13 min read
Resilient, Not Roaring
An average year | Supreme Court strikes down tariffs | The uncertainty trade | Morningstar’s shopping list | Investor Choice expands (again)
| 6 min read
Eating My Own Cooking: 2026
An annual look at Jeff’s personal long-term investment portfolio.
| 6 min read