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.”
IVA Worldwide Fund Quarterly Review - 1Q 17
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.
2016 Year in Review
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.