Insights

Insight

Active Management at IVA: A Focus on Clients' True Investment Goals

Why we believe there is room for genuine active managers that differentiate themselves from their benchmarks and add value through thoughtful, long-term goal oriented investment strategies.
Insight

IVA Funds Semi-Annual Report PM Letter

Read the PM letter from May 2020 here.
Insight

IVA Funds Annual Report PM Letter

Read the PM Letter from October 2019 here.

News

Update September 30, 2020

Active Management at IVA: A Focus on Clients' True Investment Goals

Active Management at IVA: A Focus on Clients' True Investment Goals
News September 30, 2020

IVA Funds 2020 Capital Gains and Income Distribution Estimates

IVA Funds 2020 Capital Gains and Income Distribution Estimates are now available.
News September 30, 2020

IVA Funds Quarterly Review: 3Q 2020

Third Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available.
News September 17, 2020

September 2020 Conference Call Transcript

We discussed various topics, including: recent fund performance during this turbulent period, portfolio positioning, and the current investment landscape.
News August 11, 2020

Morningstar : IVA Worldwide Fund & IVA International Fund

Morningstar has updated the Analyst Reports on the Worldwide Fund and International Fund. Both reports are available here.

Events

There are currently no upcoming events.

Audio

Audio

The IVA Funds Semi-Annual Update Call

We discussed various topics, including: recent fund performance during this turbulent period, portfolio positioning, and the current investment landscape. Transcript and audio are now available.
Audio

Charles de Vaulx Morningstar Long View

Charles de Vaulx was interviewed by Christine Benz and Jeff Ptak on Morningstar's The Long View Podcast.