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.
| Jun 2018 |
Second Quarter Reviews of the IVA Funds: Market Summary, Performance Discussions, Portfolio Overviews |
| May 2018 |
The IVA Funds Semi-Annual Report: Letter from the Portfolio Managers - May 1, 2018 |
| May 2018 |
Morningstar Analyst Reports on the IVA Funds |
| Jun 2018 |
Active Management at IVA: A Focus on Clients' True Investment Goals |
| Ticker | Price | Change |
|---|---|---|
| IVWAX | $18.73 | $0.05 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $17.05 | $-0.01 |
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.
