717 Fifth Avenue, 10th Floor
12th Floor
New York, NY 10022
Google Maps
Contact
Main Phone: 212-584-3570
Web Site:
http://www.ivafunds.com/
Mutual Fund Brand(s)
IVA Funds
Research Links
SEC Fund Filings by CIK
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Background:
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On March 10, 2021, the IVA team revealed plans to liquidate their mutual funds in April as they shut down the firm entirely.
International Value Advisers was founded by four First Eagle alumni in October 2007 in midtown Manhattan, and it remains solely owned by current and former employees.
The firm is extremely focused "preserving capital and protecting on the downside," explained one top executive at the firm. IVA offers only two investment strategies, in both mutual fund and separate account format; the funds are the called the IVA Worldwide Fund and the IVA International Fund. Both are flexible, broad-mandate funds that can tap into asset classes across the entire spectrum (though the International strategy can only reach outside the U.S.).
Distribution-wise, Tara Hannigan leads IVA's team of three external and three internal wholesalers on the mutual fund side, and another two wholesalers focus on institutional and consulting distribution. IVA restricts its separate accounts to those investing at least $50 million, and its funds are primarily advisor-sold, both via wirehouses and via RIAs on platforms like Schwab Institutional. (Individual investors who go direct still have to pay the load on the funds.)
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Sponsored Opportunities
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Key People:
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Michael Malafronte
Managing Partner, International Value Advisers LLC | Charles de Vaulx
Chief Investment Officer, Partner, Portfolio Manager, International Value Advisers | Chuck De Lardemelle
Partner, Portfolio Manager, International Value Advisers | Shanda Scibilia
Chief Operating Officer, International Value Advisers | Stefanie Hempstead
Chief Financial Officer, International Value Advisers | Tara Hannigan
Director of Mutual Fund Distribution, International Value Advisers | Simon Fenwick
Partner, Investment Analyst, International Value Advisers | Thibault Pizenberg
Partner, Investment Analyst, International Value Advisers |
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