Portfolio holdings and manager views expressed in this section are as of the date noted on each document and are subject to change without notice.

Past performance does not guarantee future results.

The performance data quoted represents past performance and current returns may be lower or higher. Returns are shown net of fees and expenses and assume reinvestment of dividends and other income. The investment return and principal value will fluctuate so that an investor’s shares, when redeemed, may be worth more or less than the original cost. To obtain performance information current to the most recent month-end, please call (866) 941-4482. To obtain performance information current to the most recent quarter end and the Funds' top 10 holdings, please click here for the International Fund or click here for the Worldwide Fund.

News Archive

News Archive

December 14, 2007
Newly-Formed International Value Advisers to Commence Global Asset Management Operations
application/pdf iconPlease click here to download the PDF
December 29, 2008
Smart Money Roundtable video features Charles de Vaulx.
Please click here to view the video on Smart Money's website.
December 4, 2008
Morningstar Article "Two New Funds from IVA Hold Loads of Promise."
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December 3, 2008
IVA Funds Conference Call Transcript from December 3, 2008
application/pdf iconPlease click here to read the written transcript.
November 28, 2008
Moneyshow.com Interview with Charles de Vaulx.
Please click here to view the interview on the Moneyshow.com site.
November 26, 2008
Value Investor Insight Interviewed Charles de Vaulx and Chuck de Lardemelle on November 26, 2008 - article titled "Truth or Consequences"
November 24, 2008
Charles de Vaulx is quoted and the IVA Funds cited in a story in the November 24th issue of Fortune magazine on avoiding cap-gains distributions from international funds this year.
Please click here to view the article on Fortune's website.
November 14, 2008
Interview Segment 1 with Charles de Vaulx on the MoneyShow.com Video Network.
Real Global Values
November 14, 2008
Interview Segment 2 with Charles de Vaulx on the MoneyShow.com Video Network.
Inverted Christmas Tree
November 14, 2008
Interview Segment 3 with Charles de Vaulx on the MoneyShow.com Video Network.
Find Value
November 14, 2008
Charles de Vaulx was the featured guest on Bloomberg Television's 'Open Exchange' program.
Please click here to view the segment on the Bloomberg site.
October 13, 2008
Charles de Vaulx and Chuck de Lardemelle are featured in a Q&A in the October 13 issue of Business Week.
Please click the link to view the article on Business Week's website.
October 7, 2008
Morningstar Fund Picks & Pans: IVA Download PDF.
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October 6, 2008
IVA and our new mutual funds are profiled in an Investment News article.
Please click the link to view the article on Investment News' website.
October 1, 2008
International Value Advisers Launches Two Mutual Funds.
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May 12, 2008
Charles de Vaulx Joins International Value Advisers as Partner and Portfolio Manager.
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May 1, 2008
Chuck de Lardemelle is quoted in Financial Planning magazine's May cover story on international investing.
Please click here to view the article on Financial Planning's website.
April 12, 2008
Chuck de Lardemelle is quoted in a New York Times article which discusses investments abroad.
Please click here to read the article on The New York Times website.
March 7, 2008
Chuck de Lardemelle is quoted in the International Herald Tribune in an article focusing on investing in Japan.
Please click here to read the article on the International Herald Tribune's website.
October 2, 2009
IVA Funds Conference Call Transcript from September 23, 2009
application/pdf iconPlease click here to download the written transcript.
The standard deviation cited in the audio file at 1:37:30 is representative of the adviser’s Diversified Global composite for the period 1/1/08 through 7/31/09. The statistic is based on the monthly returns of the composite since inception and will differ from that of the registered mutual funds.
October 1, 2009
IVA Funds Fall 2009 newsletter "Sometimes a Good Defense is the Best Offense" is now available. Please see attached pdf.
application/pdf iconPlease click here to view the article.
September 20, 2009
Charles de Vaulx appeared in an Associated Press story on lessons to be learned from last year's financial meltdown.
Please click here to read the article, "Lessons from the meltdown: old ways don't work" as it appeared in the Boston Globe.
August 21, 2009
Charles de Vaulx was featured in a Q&A by Mark Jewell of The Associated Press.
Please click here to view the article as it appeared in The Boston Globe, "Fund manager sees a long, tough slog ahead."
August 3, 2009
IVA Worldwide Fund is recommended among World Allocation Funds in a Fortune magazine article.
Please click here to view the article "Adventurous Funds for Uncertain Times: World allocation managers scour the globe for the best opportunities" on Fortune's website.
July 17, 2009
Charles de Vaulx is interviewed in a CBS MoneyWatch.com article titled "Are Brazil and China the Next Bubble?"
Please click here to view the article on CBS MoneyWatch.com.
March 31, 2009
Chuck de Lardemelle and Michael Malafronte are featured in a Value Investor Insight article discussing our fixed income investments.
March 31, 2009
IVA Funds Newsletter: "Is Debt the New Equity?"
application/pdf iconPlease click here to download the pdf.
March 9, 2009
Charles de Vaulx and Chuck de Lardemelle are featured in a Barron's article titled "At Home Abroad."
Please click here to view the article.
February 2, 2009
Charles de Vaulx is quoted in the Wall Street Journal article titled "Why Venturing Abroad Still Makes Sense for Fund Investors."
Please click here to view the article directly on the Wall Street Journal's website.
January 9, 2009
SmartMoney.com names IVA Funds as "Newcomer of the Year" for 2008.
Please click here to view the article on SmartMoney.com's website.
November 4, 2010
Financial Advisor Magazine's November 2010 issue profiles the IVA Worldwide Fund.
Please click here to view this article on Financial Advisor Magazine's site.
October 20, 2010
The IVA Funds September 21, 2010 Conference Call Transcript is now available.
application/pdf iconPlease click here to view the conference call transcript.
October 4, 2010
The IVA Worldwide Fund was featured in The Wall Street Journal's Weekend Edition article "Market Jitters? Funds for Nervous Investors"
Please click here to view this article on The Wall Street Journal's site.
August 24, 2010
MarketWatch's 'ROI' column today focuses on the investment outlook from Charles de Vaulx.
Please click here to view this column on MarketWatch's website.
July 19, 2010
The IVA Worldwide Fund and IVA International Fund were featured in today's Morningstar 'Fund Spy' column (registration required to view article).
Please click here to view this article on Morningstar's site.
July 2, 2010
Chuck de Lardemelle commented in The Wall Street Journal's 'Fund Track' column on Japan (Page C9).
Please click here to view this article on The Wall Street Journal's site (subscription is required for access).
June 25, 2010
Morningstar's Conference Blog covers the General Session Panel featuring Charles de Vaulx.
Please click here to view this blog on Morningstar's site.
June 25, 2010
Investment Advisor Magazine reported on Charles de Vaulx's panel appearance at the Morningstar Investment Conference.
Please click here to view this article on Investment Advisor's site.
June 7, 2010
Charles de Vaulx & Chuck de Lardemelle were interviewed by Barron's on May 17, 2010
June 5, 2010
Charles de Vaulx was cited in the weekend edition of the Wall Street Journal ("Playing Gold Without Getting Killed.")
Please click here to view on the Wall Street Journal's site.
May 26, 2010
Charles de Vaulx was recently quoted in Bloomberg regarding positioning of IVIOX during Greek debt crisis.
Please click here to view this article on Bloomberg's site.
April 21, 2010
Morningstar.com recently featured a 'Take Five' Q&A with Charles de Vaulx.
Please click here to view this article on Morningstar's site.
April 12, 2010
The IVA Funds March 31, 2010 Conference Call Transcript is now available.
application/pdf iconPlease click here to view the transcript in PDF format.
April 11, 2010
Charles de Vaulx was recently nominated by InvestmentNews in the category of "Most Influential Portfolio Managers."
February 21, 2010
Charles de Vaulx was quoted in The New York Times 'Fundamentally' column.
Please click here to view article on The NY Times site.
December 14, 2011
The IVA Funds 2011 Capital Gains and Income Distribution is now available.
application/pdf iconPlease click here to view.
September 30, 2011
IVA Funds newsletter - "Stock picking makes a difference"
application/pdf iconClick here to view the newsletter.
September 26, 2011
eDelivery is now available for IVA Funds.
Please click here for more information.
September 16, 2011
Charles de Vaulx was featured in Morningstar's Fund Manager Q & A from September 16, 2011.
application/pdf iconPlease click here to view.
September 16, 2011
The IVA Funds September 6, 2011 conference call transcript is available.
application/pdf iconPlease click here to view.
May 27, 2011
The IVA Funds Semi-Annual Report (as of March 31, 2011) is available.
application/pdf iconPlease click here to view.
May 13, 2011
MarketWatch "MoneyTalks" features Charles de Vaulx in an article called "5 money moves one gold bug is making now."
Please click here to view the article on MarketWatch's website
March 30, 2011
The IVA Funds March 22, 2011 conference call transcript is available.
application/pdf iconClick here to view the transcript.
March 20, 2011
The April issue of Kiplinger's Personal Finance includes the IVA Worldwide Fund among the best available world-allocation funds in an article titled "One Stop Global Funds."
Please click here to view the article.
March 15, 2011
Portfolio Managers, Charles de Vaulx and Chuck de Lardemelle, comment on Japan
application/pdf iconClick here to view the commentary.
February 28, 2011
The IVA Funds Closed to New Investors.
application/pdf iconPlease click here to view the notice.
February 14, 2011
Q&A with Charles de Vaulx to discuss closing of the IVA Funds.
application/pdf iconPlease click here to view.
February 9, 2011
Morningstar Advisor Magazine featured IVA in its "Undiscovered Manager" article - February/March 2011 issue
Please click here to view.
February 7, 2011
MarketWatch 'ROI' column reports on Charles de Vaulx's investment outlook
Please click here to view.
January 25, 2011
IVA Worldwide Fund Featured in Morningstar 'Fund Spy' (subscription required)
Please click here to view
February 22, 2012
A replay of the IVA Funds update call is available through March 9, 2012. Dial-In: (703) 925-2533 or (888) 266-2081. Access code: 1564717
February 21, 2012
The IVA Funds Portfolio Compositions (as of January 31, 2012) are now available.
application/pdf iconPlease click here to view.
February 17, 2012
Important 2011 tax information (Form 1099 tax insert) for IVA Funds.
application/pdf iconPlease click here to view.
February 1, 2012
IVA Funds Newsletter - "Volatility as a Friend in a Low Return World."
application/pdf iconClick here to view the newsletter.