News Archive

2017

January 25, 2017

Charles de Vaulx appeared on Bloomberg Daybreak Americas on January 25.

January 23, 2017

2016 Year in Review

January 20, 2017

Charles de Vaulx’s interview with Consuelo Mack appeared on Wealth Track on Friday, January 20. As discussed in the interview, the IVA Worldwide Fund is classified as part of the Morningstar World Allocation group.

2016

December 31, 2016

IVA Worldwide Fund Quarterly Review - 4Q 16

December 14, 2016

The IVA Funds 2016 Capital Gains and Income Distributions are now available.

November 30, 2016

The IVA Funds Annual Report (as of November 30, 2016) is now available.

November 14, 2016

Charles de Vaulx appeared on Bloomberg Daybreak: Americas on November 14 to discuss his thoughts on the market’s reaction to U.S. President-Elect Donald Trump.

October 31, 2016

IVA Funds Annual Report: 
Letter from the Portfolio Managers - October 31, 2016

September 13, 2016

The IVA Funds’ Semi-Annual Update Call, hosted by Portfolio Managers Charles de Vaulx and Chuck de Lardemelle, was held on September 13.

July 16, 2016

Charles de Vaulx and Chuck de Lardemelle were featured in the July 16, 2016 issue of Barron’s, “IVA’s Trifecta: Value Stocks, Cash, Gold”.

July 6, 2016

Charles de Vaulx discussed market uncertainty and gold on Bloomberg GO.

June 30, 2016

Charles de Vaulx was featured in the June 30, 2016 issue of Value Investor Insight.  He discussed today’s difficult market landscape and where we are looking for value.

June 14, 2016

Charles de Vaulx discussed cash, China, gold, and stock picking with Morningstar’s Gregg Wolper.

May 10, 2016

Morningstar Analyst Report on the IVA Worldwide Fund, “Caution is the watchword.”

March 22, 2016

Charles de Vaulx appeared on Bloomberg Go

January 25, 2016

Important tax information for the IVA Funds

2015

December 10, 2015

“Do Low Rates Truly Justify Higher Valuations?”

November 27, 2015

The IVA Funds Annual Report (as of September 30, 2015) is available here.

May 28, 2015

The IVA Funds Semi-Annual Report (as of March 31, 2015) is available here.

2014

December 1, 2014

The IVA Funds Annual Report (as of September 30, 2014) is available here.

May 30, 2014

The IVA Funds Semi-Annual Report (as of March 31, 2014) is available here.

2013

September 30, 2013

The IVA Funds Annual Report (as of September 30, 2013) is available here.

July 1, 2013

IVA Funds Newsletter - “The Optionality of Cash” - June 2013

May 28, 2013

The IVA Funds Semi-Annual Report (as of March 31, 2013) is available.

2012

September 30, 2012

The IVA Funds Annual Report (as of September 30, 2012)

May 29, 2012

The IVA Funds Semi-Annual Report (as of March 31, 2012) is available.

2011

September 26, 2011

eDelivery is now available for IVA Funds.

May 27, 2011

The IVA Funds Semi-Annual Report (as of March 31, 2011) is available.

February 18, 2011

The IVA Funds Closed to New Investors.

February 14, 2011

Q&A with Charles de Vaulx to discuss closing of the IVA Funds.

2010

September 30, 2010

The IVA Funds Annual Report (as of September 30, 2010) is available here.

March 31, 2010

The IVA Funds Semi-Annual Report (as of March 31, 2010) is available.

2009

September 30, 2009

The IVA Funds Annual Report (as of September 30, 2009) is available here.

March 31, 2009

The IVA Funds Semi-Annual Report (as of March 31, 2009) is available.

2008

October 1, 2008

International Value Advisers Launches Two Mutual Funds.

May 12, 2008

Charles de Vaulx Joins International Value Advisers as Partner and Portfolio Manager.

2007

December 14, 2007

Newly-Formed International Value Advisers to Commence Global Asset Management Operations

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.