September 12, 2017


The IVA Funds’ Semi-Annual Update Call, hosted by Portfolio Managers Charles de Vaulx and Chuck de Lardemelle, was held on September 12.

Manager Insights

Jun 2017

IVA Worldwide Fund Quarterly Review: 2Q 2017

Jun 2017

Active Management at IVA: A Focus on Clients' True Investment Goals

May 2017

Morningstar Analyst Report- IVA Worldwide Fund: Caution is the watchword.

May 2017

Advisor Perspectives- ”The Best Fund Managers- As Voted by their Peers”

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Upcoming Events

Nov. 14, 2017

Schwab IMPACT Conference

IVA will be attending and exhibiting at the upcoming Schwab Impact Conference in Chicago on November 14-17.  Please visit us at Booth 1063 and chat with Portfolio Manager Chuck de Lardemelle.

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There are risks associated with investing in mutual funds that invest in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value.

An investor should read and consider the funds' investment objectives, risks, charges and expenses carefully before investing in the IVA International Fund or IVA Worldwide Fund. This and other important information are detailed in our prospectus and summary prospectus, which can be obtained by calling (866) 941-4482 or visiting Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by IVA Funds Distributors, LLC.

Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.