About IVA

International Value Advisers, LLC (IVA) was formed in October 2007 for the purpose of offering investment management services to institutions, qualified high net worth individuals, and financial intermediaries worldwide. The firm is a Registered Investment Adviser with the U.S. Securities and Exchange Commission.

IVA is based in New York, NY with 43 employees as of June 30, 2016.

The operating ownership of the firm is comprised of the following four partners:

All four partners have worked together previously.

At IVA, our focus is to attempt to deliver absolute returns for our clients while at the same time preserving their capital. The key elements of our investment philosophy are:

  • A search for fundamental (as opposed to relative) value
  • Stock picking based upon rigorous, in-house research
  • Flexible, "go anywhere" approach to investing with a diverse asset class, geographic and capitalization mix

On January 21, 2011, IVA announced the close of all investment products to new investors.

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.