Manager Insights
| Mar 2019 |
IVA Funds Quarterly Reviews: 1Q 2019First Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available. |
| Mar 2019 |
The IVA Funds Semi-Annual Update Call TranscriptWe discussed various topics, including: recent fund performance, areas where we have been active buyers and sellers over the past six months, and the continued importance of value investing. |
| Jan 2019 |
IVA Funds 2018 Year in ReviewThe 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. |
| Jan 2019 |
"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". |
| Jul 2018 |
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. |
| Ticker | Price | Change |
|---|---|---|
| IVWAX | $17.28 | $-0.06 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $15.84 | $-0.06 |
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.
