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IVA Funds 2018 Year in Review
The Review includes a discussion of 2018, performance attribution, fund allocation and thoughts from Charles de Vaulx and Chuck de Lardemelle as we reflect on 2018 and look on to 2019.
IVA Funds Quarterly Reviews: 4Q 2018
Fourth Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available.
"3 Newly Reopened Funds for the New Year'
Morningstar's Gregg Wolper discusses the IVA International Fund in the January video report "3 Newly Reopened Funds for the New Year".
The IVA Funds Semi-Annual Update Call Transcript
We discussed various topics, including: year to date performance, areas where we have been active buyers and sellers over the past six months, and our views on emerging markets given the recent turmoil.
Barron's - "How to Stay Rich"
Charles de Vaulx was featured in the July 23, 2018 issue of Barron's. In the article entitled “How to Stay Rich”, Charles discussed his current thoughts on the investing landscape, including some important risks for investors to consider, and highlighted a few stock picks in our portfolio.