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”


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.


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.

Worldwide Fund as of 11/20/2020

International Fund as of 11/20/2020

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.

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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