Jeff DeMaso

340 posts

IVA Research

Boardroom Stakes: Who’s Eating Vanguard’s Cooking?

Are Vanguard’s nominees for its Boards of Trustees invested alongside the shareholders they represent?

| 10 min read
Quick Take

Vanguard’s STAR Gets a New Look

Portfolio changes coming to STAR.

| 2 min read
Weekly Brief

Market Momentum: Too Hot or Just Right?

Is the market too hot or just right? | Index funds are no longer diversified | Vanguard’s owners vote

| 6 min read
IVA Research

PRIMECAP at 40: Has This Outperformer Lost Its Edge?

Celebrating 40 years at PRIMECAP while asking if it’s still a buy.

| 12 min read
Monthly Recap

November’s Record Rally: A Lesson in Market Timing

DECEMBER 2024 | November was the best month of the year unless you missed three days. Plus, IVA Portfolio notes, the IVA Factor Tracker and a roundup of articles and analysis from the past month.

| 7 min read
Quick Take

Texas Sues Vanguard

Vanguard, BlackRock, and State Street have been sued for breaking antitrust law.

| 2 min read