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 30, 2020

IVA Funds Annual Report (as of September 30, 2020) is available here

IVA Funds Annual Report and PM Letter
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.
News July 13, 2020

IVA Portfolio Manager Update

Click below to read the update.
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
Update January 21, 2020

IVA Funds 2019 Year in Review

IVA Funds 2019 Year in Review
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
Get our insights delivered directly to you.
Subscribe