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MFWire: IVA Funds
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International Value Advisers LLC
717 Fifth Avenue, 10th Floor
12th Floor
New York, NY  10022
Google Maps

Main Phone: 212-584-3570
Web Site: http://www.ivafunds.com/

Mutual Fund Brand(s)
IVA Funds

Research Links
  • SEC Fund Filings by CIK

  • Background:
    International Value Advisers was founded by First Eagle alums in October 2007 in midtown Manhattan. It is wholly owned by five partners: portfolio managers Charles De Vaulx and Chuck De Lardemelle, investment analysts Simon Fenwick and Thibault Pizenberg, and CEO Michael Malafronte.

    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.).

    Between the two strategies IVA now boasts more than $10 billion, including about $7.5 billion in the mutual fund versions ($6.5 billion of that in the Worldwide fund). And according to one top executive at IVA, the firm is only aiming for a maximum AUM of $15 billion, and could close the funds to new investors if its assets approaches that number. And don't expect IVA to launch any new funds, either.

    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.) On January 21, 2011, IVA closed all of its investment products to new investors.
    Sponsored Opportunities

    Key People:
    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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