March 22, 2017


The IVA Funds’ Semi-Annual Update Call, hosted by Portfolio Managers Charles de Vaulx and Chuck de Lardemelle, was held on March 22.

Manager Insights

Mar 2017

IVA Worldwide Fund Quarterly Review - 1Q 17

Jan 2017

Charles de Vaulx Interviewed by Consuelo Mack on Wealth Track

Jul 2016

Barron's Feature - Charles de Vaulx and Chuck de Lardemelle

Nov 2016

IVA Funds Annual Report: Letter from the Portfolio Managers

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Upcoming Events

Apr. 26, 2017

Morningstar Investment Conference

The IVA Funds will be exhibiting at the Morningstar Investment Conference April 26-28, 2017 in Chicago, IL. Booth #406.

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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.