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The IVA Funds Semi-Annual Update Call Transcript
We discussed various topics, including: recent fund performance, areas where we have been active buyers and sellers over the past six months, and the continued importance of value investing.
IVA Morningstar Analyst Reports 2019
Morningstar has updated the Analyst Reports on both of the IVA Funds. Both funds retained the Analyst Silver Rating.
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.