The investment seeks long-term growth of capital by investing in a range of securities and asset classes from markets around the world, including U.S. markets. The fund under normal market conditions, will invest no less than 30%, although it intends to invest at least 40%, of its total assets in equity and debt securities issued by foreign companies and governments. It may invest in companies based in emerging markets, typically in the Far East, Latin America and Eastern Europe, as well as in companies operating in developed countries, such as those of the U.S., Canada, Japan and Western Europe.
Fund filings (PDF) »
Charles de Lardemelle (Started: Sep 30, 2008)
Charles de Vaulx (Started: Sep 30, 2008)
# Contact ?>
IVA Funds, P.O. Box 8077, Boston, MA 02266-8077, USA