Topic

IVA Research

A collection of 132 posts

IVA Research

What Have You Done for Me Lately?

Should we give the PRIMECAP Management team more time?

| 13 min read
IVA Research

When Hot Turns Cold

Has the Hot Hands strategy run out of gas?

| 11 min read
IVA Research

Restarting the Cycle

A reboot has served Global Capital Cycles well, but that doesn’t make it a winner.

| 6 min read
IVA Research

Solid Returns, Little Attention

Global Credit Bond: An index-beating active fund that investors have ignored.

| 3 min read
IVA Research

A Mild Distribution Season Nears

What you need to know to navigate 2023’s year-end cap gain distributions.

| 18 min read
IVA Research

Dividend Growth Goes Global

The new International Dividend Growth fund is a solid option for your foreign exposure, but I’m not buying it just yet.

| 13 min read