Insights
Insight
Active Management at IVA: A Focus on Clients' True Investment Goals
Why we believe there is room for genuine active managers that differentiate themselves from their benchmarks and add
value through thoughtful, long-term goal oriented investment strategies.
Insight
IVA Funds Annual Report PM Letter
Read the PM Letter from October 2020 here.
Insight
IVA Funds Semi-Annual Report PM Letter
Read the PM letter from May 2020 here.
News
Update
December 31, 2020
Active Management at IVA: A Focus on Clients' True Investment Goals
Active Management at IVA: A Focus on Clients' True Investment Goals
News
December 31, 2020
IVA Funds Quarterly Review: 4Q 2020
Fourth Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available.
News
December 16, 2020
IVA Funds 2020 Capital Gains and Income Distribution
IVA Funds 2020 Capital Gains and Income Distribution are now available.
News
December 14, 2020
IVA Management Update
IVA Managing Partner Steps Down
Audio
Audio
The IVA Funds Semi-Annual Update Call
We discussed various topics, including: recent fund performance during this turbulent period, portfolio positioning, and the current investment landscape. Transcript and audio are now available.
Audio
Charles de Vaulx Morningstar Long View
Charles de Vaulx was interviewed by Christine Benz and Jeff Ptak on Morningstar's The Long View Podcast.
