Recent News & Updates

December 12, 2018

The IVA Funds 2018 Capital Gains and Income Distribution are now available.

September 30, 2018

Third Quarter Reviews of the IVA Funds:  Market Summary, Performance Discussions, Portfolio Overviews

September 30, 2018

The IVA Funds Annual Report:  Letter from the Portfolio Managers - October 30, 2018

September 20, 2018

The IVA Funds Semi-Annual Update Call Transcript

September 15, 2018

Morningstar - “2 Fine Global Funds Have Just Reopened”

May 1, 2018

The IVA Funds Semi-Annual Report: Letter from the Portfolio Managers - May 1, 2018

January 22, 2018

2017 Year in Review

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 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.