Active Management at IVA: A Focus on Clients’ True Investment Goals
Advisor Perspectives- ”The Best Fund Managers- As Voted by their Peers”
IVA Funds Semi-Annual Report:
Letter from the Portfolio Managers - May 1, 2017
Morningstar Analyst Report on the IVA Worldwide Fund, “Caution is the watchword.”
The IVA Funds’ Semi-Annual Update Call, hosted by Portfolio Managers Charles de Vaulx and Chuck de Lardemelle, was held on March 22.
Charles de Vaulx appeared on Bloomberg Daybreak Americas on January 25.
Charles de Vaulx’s interview with Consuelo Mack appeared on Wealth Track on Friday, January 20.
The IVA Funds 2016 Capital Gains and Income Distributions are now available.
The IVA Funds Annual Report (as of November 30, 2016) is now available.
Letter from the Portfolio Managers - October 31, 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.
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”.
Charles de Vaulx discussed market uncertainty and gold on Bloomberg GO.
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.
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.
