OracleofCarolina Posted April 13, 2010 Posted April 13, 2010 http://www.ivafunds.com/sites/default/files/downloads/Conf%20Call%20Transcript%20March%2031%202010%20(FINAL).pdf I consider Charles and Chuck two of the best money managers in the business and this is my "poor man's hedge fund". Worth it for me as I am able to buy at NAV as a registered rep.
OracleofCarolina Posted March 24, 2011 Author Posted March 24, 2011 Their latest call is available for replay.. March 23, 2011 A replay of the IVA Funds semi-annual conference call from 3/22/11 will be available until 4/5/11. Domestic dial-in: (888) 266-2081; Intl. dial-in: (703) 925-2533. Access code: 1515853
Guest Posted April 5, 2020 Posted April 5, 2020 A 1/3 of this fund is in cash...and they're still in the bottom 69% for there asset class this year. Bottom 79% over last 1 year, bottom 77% of the last year. So they underperformed in the bull market...and bear market.
Guest Posted March 12, 2021 Posted March 12, 2021 Shutting down. https://www.barrons.com/articles/value-investor-iva-throws-in-the-towel-51615504121 Surprised to see that. They're still managing a fair amount.
COBFInfinity Posted March 12, 2021 Posted March 12, 2021 Yeah, pretty strange that they couldn't find someone to sell to. I would think First Eagle would have paid them something to take over that asset base.
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