IVA Funds Annual Report (as of September 30, 2020) is available here

IVA Funds Annual Report and PM Letter

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.

Worldwide Fund as of 03/03/2021

International Fund as of 03/03/2021

Separate Accounts

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Commingled Vehicles

IVA offers commingled funds managed under the Diversified Global Strategy and Diversified International Strategy. Please log in to view fund information.


This fund is intended for non-U.S. investors and therefore the information contained on this website is not relevant to U.S. investors. The fund described in the following pages is designed specifically for overseas investors. No information in this section constitutes an offer of fund shares or of any securities mentioned.

Please read the prospectus and key investor information document carefully

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The IVA Approach

We attempt to deliver returns that are absolute and as resilient as possible in down markets.
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Our Manager

Charles de Vaulx

Charles de Vaulx Chief Investment Officer and Portfolio Manager