Charles de Vaulx Investing Philosophy
Charles de Vaulx employs a value oriented approach and will seek investments in companies of any size that typically have one or more of the following characteristics: financial strength, temporarily depressed earnings or entrenched franchises. However, the overriding attribute of such companies is that their securities offer fundamental value. He is a global investor as most of his portfolio is invested in international companies. The portfolio we track for Charles De Vaulx is IVA Worldwide Fund.
Performance of IVA Fund
|Year||Return %||S&P500 %||Excess Gain %|
|3-Year Cumulative (2016-2018)||11.52 (3.70/Year)||30.07 (9.16/Year)||-18.55 (-5.46/Year)|
|5-Year Cumulative (2014-2018)||12.24 (2.34/Year)||49.41 (8.36/Year)||-37.15 (-6.02/Year)|
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