Morningstar : IVA Worldwide Fund & IVA International Fund
Morningstar has updated the Analyst Report on the Worldwide Fund. Both reports are available here.
Active Management at IVA: A Focus on Clients' True Investment Goals
Active Management at IVA: A Focus on Clients' True Investment Goals
IVA Funds Quarterly Review: 1Q 2020
First Quarter Reviews of the IVA Worldwide Fund and IVA International Fund, which include market reviews, attribution and portfolio summaries are now available.
The IVA Funds Semi-Annual Report (as of March 31, 2020) is available here
IVA Funds Semi-Annual Report and PM Letter
March 2020 Conference Call Transcript
We discussed various topics, including: recent fund performance during this turbulent period, what we have done since the onset of the crisis, and our understanding of the virus and how it could impact markets.
Chuck de Lardemelle was interviewed by Welling on Wall St.
"Listening In: Value on a Global Scale"
IVA Funds 2019 Capital Gains and Income Distribution
The IVA Funds 2019 Capital Gains and Income Distribution are now available.
Charles de Vaulx was recently featured in Morningstar's The Long View Podcast
Charles de Vaulx was recently featured in Morningstar's The Long View Podcast where he discusses growth vs. value investing and the different trends in value investing today.
The IVA Funds Annual Report (as of September 30, 2019) is available here
IVA Funds Annual Report and PM Letter
Charles de Vaulx was on the International Value Panel at the Annual Ben Graham Conference in June.
Video available.
International Value Advisers Announces Promotion of Chuck de Lardemelle to co-CIO
Chuck de Lardemelle has been named co-CIO alongside Charles de Vaulx. Chuck has spent his entire professional career of nearly 23 years working with Charles and has served as IVA's co-PM since our formation in 2007.
IVA has Reduced Management Fees
International Value Advisers in conjunction with the IVA Fiduciary Trust Board of Trustees has reduced its mutual fund management fees for existing and prospective clients. This decrease went into effect June 3, 2019.
"3 Funds That Exhibit Bear-Market Brawn"
The IVA Worldwide Fund was mentioned in a recent Morningstar video, "3 Funds That Exhibit Bear-Market Brawn".
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