OracleofCarolina Posted April 13, 2010 Share 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. Link to comment Share on other sites More sharing options...
OracleofCarolina Posted March 24, 2011 Author Share 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 Link to comment Share on other sites More sharing options...
Guest Posted April 5, 2020 Share 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. Link to comment Share on other sites More sharing options...
Guest Posted March 12, 2021 Share 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. Link to comment Share on other sites More sharing options...
COBFInfinity Posted March 12, 2021 Share 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. Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now