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MFWire: IVA Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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International Value Advisers LLC
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

  • Background:
    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.)
    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
    Story Archive for International Value Advisers LLC
    Published On Story Headline Publication
    3/11/2021 A $12B-AUM Firm Is Shutting Down MFWire.com
    8/20/2020 Ark Takes the Lead, Proportionately MFWire.com
    8/18/2020 Small Fund Firms' Outflows Quadruple MFWire.com
    7/23/2020 Bridge Builder Maintains Speed MFWire.com
    7/21/2020 Ark Repeats As Small Firms' Outflows Plummet MFWire.com
    1/22/2020 Industry Inflows Proportionately Doubled In 2019 MFWire.com
    1/13/2020 Fundsters Added $3.9T In AUM Last Year MFWire.com
    12/16/2019 Small Fund Firms' Outflows Plunge MFWire.com
    11/29/2019 A B-D's Funds Lead Again MFWire.com
    11/27/2019 An ETP Shop Won In October MFWire.com
    10/18/2019 A Focused Growth Shop Wins in September MFWire.com
    10/16/2019 A Global Equity Shop Three-Peats MFWire.com
    9/23/2019 A Focused Fund Firm Wins In August MFWire.com
    9/19/2019 Small Fund Firms' Outflows Shrink MFWire.com
    8/16/2019 A Subadvised Fund Firm Is Back On Top, Proportionately MFWire.com
    7/17/2019 A PE Titan Takes the Lead MFWire.com
    4/17/2019 A TAMP Takes the Lead MFWire.com
    1/23/2019 Last Month, Small Fund Firms' Outflows Sextupled MFWire.com
    9/13/2018 In Gotham, an $11.8B Duo Reopens MFWire.com
    5/3/2011 Strategic Insight Ranks the 25 Fastest-Growing Fund Firms MFWire.com
    1/24/2011 De Lardemelle and De Vaulx to Close Their Mutual Funds to New Investors MFWire.com
    7/2/2010 Are Japan-Focused Funds Really On Their Way Up? MFWire.com
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