IVA Funds 2018 Year in Review

The Review includes a discussion of 2018, performance attribution, fund allocation and thoughts from Charles de Vaulx and Chuck de Lardemelle as we reflect on 2018 and look on to 2019.

Read their thoughts here

“3 Newly Reopened Funds for the New Year”

Morningstar’s Gregg Wolper discusses the IVA International Fund in the January video report “3 Newly Reopened Funds for the New Year”.

Watch the full video here

Manager Insights

Jan 2019

IVA Funds 2018 Year in Review

Dec 2018

IVA Funds Quarterly Reviews: 4Q 2018

Sep 2018

The IVA Funds Semi-Annual Update Call Transcript

Jul 2018

Barron's - "How to Stay Rich"

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 www.ivafunds.com. 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.