News
IVA Funds Quarterly Review: 3Q 2020
Third Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available.
- IVA Funds 2020 Capital Gains and Income Distribution Estimates are now available. Click here.
- The IVA Funds Semi-Annual Update Call was held on September 17, 2020. Click here for transcript and audio.
- Morningstar has updated the Analyst Reports on the Worldwide Fund and International Fund. Click here.
- IVA COVID-19 Response
Update
Barron's: "The 5 Best Mutual Funds to Get Through the Coronavirus"
Charles de Vaulx and the IVA International Fund were recently featured in Barron’s “The 5 Best Mutual Funds to Get Through the Coronavirus”
Update
Charles de Vaulx was recently featured in Morningstar's The Long View Podcast
Charles de Vaulx was recently featured in Morningstar’s The Long View Podcast where he discusses growth vs. value investing and the different trends in value investing today.
Update
IVA Funds 2019 Year in Review
The Review includes a discussion of 2019, performance attribution, fund allocation and thoughts from Charles de Vaulx and Chuck de Lardemelle as we reflect on 2019 and look on to 2020.
The IVA Approach
We attempt to deliver returns that are absolute and as resilient as possible in down markets.
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