Recent News & Updates

May 1, 2018

Morningstar Analyst Report on the IVA Worldwide Fund, “An unusual, very cautious approach that pays off over time.”

March 31, 2018

The IVA Funds Semi-Annual Report: Letter from the Portfolio Managers - May 1, 2018

March 21, 2018

The IVA Funds’ Semi-Annual Update Call Recording

January 22, 2018

2017 Year in Review

December 13, 2017

IVA Funds 2017 Capital Gains and Income Distribution

September 30, 2017

The IVA Funds Annual Report is now available.

September 12, 2017

The IVA Funds’ Semi-Annual Update Call

There are risks associated with investing in mutual funds that invest in securities of foreign countries, such as erratic market conditions, economic and political instability and fluctuations in currency exchange rates. Value-based investments are subject to the risk that the broad market may not recognize their intrinsic value.

An investor should read and consider the funds' investment objectives, risks, charges and expenses carefully before investing in the IVA International Fund or IVA Worldwide Fund. This and other important information are detailed in our prospectus and summary prospectus, which can be obtained by calling (866) 941-4482 or visiting Please read the prospectus and summary prospectus carefully before you invest. The IVA Funds are offered by IVA Funds Distributors, LLC.

Any statistics contained herein have been obtained from sources believed to be reliable, but the accuracy of this information cannot be guaranteed.