Insights

Insight

IVA Funds Annual Report PM Letter

Read the PM Letter from October 2020 here.
Insight

IVA Funds Semi-Annual Report PM Letter

Read the PM letter from May 2020 here.

News

Update March 11, 2021

Important Notice Regarding IVA Worldwide Fund Liquidation

Update March 11, 2021

IVA Funds Liquidation

The IVA Funds were liquidated as of April 19, 2021. Please call or email us with any questions. (877) 874-2999 [email protected]
Update January 21, 2021

IVA Funds 2020 Year in Review

IVA Funds 2020 Year in Review
News December 31, 2020

IVA Funds Quarterly Review: 4Q 2020

Fourth Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available.
News December 16, 2020

IVA Funds 2020 Capital Gains and Income Distribution

IVA Funds 2020 Capital Gains and Income Distribution are now available.

Events

There are currently no upcoming events.