Morningstar - “2 Fine Global Funds Have Just Reopened”

Morningstar featured a video on their website announcing the re-open of the IVA Funds on September 11, 2018.

Watch the video now

Barron's - "How to Stay Rich"

Charles de Vaulx was featured in the July 23, 2018 issue of Barron's. In the article entitled "How to Stay Rich", Charles discussed his current thoughts on the investing landscape, including some important risks for investors to consider, and highlighted a few stock picks in our portfolio.

You can read the full article here

Manager Insights

Sep 2018

The IVA Funds Annual Report: Letter from the Portfolio Managers - October 30, 2018

Sep 2018

The IVA Funds Semi-Annual Update Call Transcript

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.