The IVA Funds’ Semi-Annual Update Call Transcript
We gave our thoughts on the challenges facing all investors today such as stretched valuations and heavy disruptions in a number of industries and why value investing, if properly executed, is still relevant.
| Mar 2018 |
The IVA Funds Semi-Annual Report: Letter from the Portfolio Managers - May 1, 2018 |
| Mar 2018 |
IVA Worldwide Fund Quarterly Review: 1Q 2018 |
| May 2018 |
Morningstar Analyst Report- IVA Worldwide Fund: An unusual, very cautious approach that pays off over time. |
| Mar 2018 |
Active Management at IVA: A Focus on Clients' True Investment Goals |
| Ticker | Price | Change |
|---|---|---|
| IVWAX | $18.86 | $-0.01 |
| Ticker | Price | Change |
|---|---|---|
| IVIOX | $17.42 | $-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.
