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.
News July 13, 2020

IVA Portfolio Manager Update

Click below to read the update.
Update June 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 June 30, 2020

IVA Funds Quarterly Review: 2Q 2020

First Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available.
News March 31, 2020

The IVA Funds Semi-Annual Report (as of March 31, 2020) is available here

IVA Funds Semi-Annual Report and PM Letter
Update March 27, 2020

IVA COVID-19 BCP Response

IVA COVID-19 BCP Response
News March 18, 2020

March 2020 Conference Call Transcript

We discussed various topics, including: recent fund performance during this turbulent period, what we have done since the onset of the crisis, and our understanding of the virus and how it could impact markets.
Update January 21, 2020

IVA Funds 2019 Year in Review

IVA Funds 2019 Year in Review
News December 18, 2019

IVA Funds 2019 Capital Gains and Income Distribution

The IVA Funds 2019 Capital Gains and Income Distribution are now available.
Update December 10, 2019

Charles de Vaulx was recently featured in Morningstar's The Long View Podcast

Charles de Vaulx was recently featured in Morningstar's The Long View Podcast where he discusses growth vs. value investing and the different trends in value investing today.
News September 30, 2019

The IVA Funds Annual Report (as of September 30, 2019) is available here

IVA Funds Annual Report and PM Letter
Update September 20, 2019

Charles de Vaulx was on the International Value Panel at the Annual Ben Graham Conference in June.

Video available.
Media May 22, 2019

"3 Funds That Exhibit Bear-Market Brawn"

The IVA Worldwide Fund was mentioned in a recent Morningstar video, "3 Funds That Exhibit Bear-Market Brawn".
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